Liberty Square Wealth Partners provides wealth management and financial planning services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. Liberty Square works with clients to identify their investment goals, risk tolerance, and financial situation in order to design a portfolio strategy. The firm's investment approach is primarily long-term focused.
Assets Under Management$570M
Clients625
Advisors3
Avg. per Client$910K
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Liberty Square Wealth Partners charges a monthly fee, paid in advance, based on the value of your investments. The annual rate ranges from 0.50% to 1.50%. The specific fee may be negotiable. In some cases, a fixed annual rate or fee may be charged.
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