GM
CFP

Gary Stephen Mayo

Liberty Asset Management
43 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Liberty Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
323 clients
Average Client Portfolio
$329K average
Assets Under Management
$106.2M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$300 - $3,000
Hourly Rate:$150 - $300/hr

Investment Supervisory Services (ISS) fees are based on a percentage of assets under management: 1.50% on assets up to $1,000,000 and 1.00% on assets over $1,000,000. Financial planning fees range from $300 to $3,000 on a fixed fee basis, or $150 to $300 per hour. The minimum account size for ISS is $50,000, but may be waived at the firm's discretion.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103

Get directions
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2017
Settled
Criminal
March 2004
Final Disposition
Regulatory
September 2003
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gary is a CFP and shareholder at Liberty Wealth Mgmt., spending about half his time on fixed insurance/investment sales. He also works as a Wealth Advisor at Liberty Asset Management, dedicating nearly full-time hours, and owns rental properties through May Holding LLC, spending minimal time.

Employment History
Current Registrations
Liberty Asset Management
October 2008 - Present · 17 yrs 3 mos
Apw Capital, INC.Broker
December 2001 - Present · 24 yrs 1 mo
Previous Registrations
Comprehensive Asset Management and Servicing, INC.
December 2001 - August 2004 · 2 yrs 8 mos
Gm Financial Group
January 2001 - January 2005 · 4 yrs
Jefferson Pilot Securities CorporationBroker
May 1992 - December 2001 · 9 yrs 7 mos
American Express Financial Advisors INC. Broker
February 1982 - April 1992 · 10 yrs 2 mos
Ids Life Insurance CompanyBroker
February 1982 - April 1992 · 10 yrs 2 mos
Ids Financial Services INC.Broker
February 1982 - December 1986 · 4 yrs 10 mos
State Registrations10 states
FLILMDMENCNJNYPATNWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.