Liberty Financial Group, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Liberty Financial Group is applying for registration as a California investment advisor. The firm provides financial planning, retirement planning, investment advisory services, and portfolio management with both discretionary and non-discretionary options. Liberty Financial Group is owned and controlled by Ju Hyung Oh. The firm does not sell products or receive commissions.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Advisory fees range from 0.75% to 1.25% annually, depending on account size, portfolio complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Liberty Financial Group, INC. | TrueAdvisor