Lieblong & Associates offers investment management services to Key Colony Fund, L.P. and separately managed accounts for individuals and businesses. The firm works with clients to determine their investment objectives and then develops asset allocation and risk management models to achieve those objectives using various investment products. Lieblong & Associates also operates as a broker-dealer.
Fee Structure
Lieblong & Associates manages investments for separately managed accounts, charging a fee based on a percentage of the value of the investments. This fee covers both investment management and trade execution, so you won't pay a separate brokerage commission. The specific fee is negotiable and depends on factors like the size of your account and the services provided.