Liberty Point Financial offers customized wealth management services that combine ongoing portfolio management with comprehensive financial planning. Liberty Point Financial builds portfolios primarily using low-cost mutual funds and exchange-traded funds tailored to each client's specific goals, risk tolerance, and time horizon. In addition to investment management, Liberty Point Financial provides financial planning covering areas such as retirement, investments, savings, education, and insurance needs. Standalone financial planning is also available on an hourly basis for clients who do not require ongoing portfolio management. Liberty Point Financial operates as a registered investment advisor and acts legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable based on the scope and complexity of services, level of assets, and overall relationship.