CG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
22 clients
Average Client Portfolio
$43.2M average
Assets Under Management
$950.4M
Fee Structure
Minimum Investment:$5M
Financial Planning:Investment management only
Liquid Strategies charges management fees based on the value of assets under management, varying by product. Overlay ETFs have fees up to 0.75%, interval funds are charged 1.65%, and the private fund has a 1.75% fee. As a sub-advisor to an unaffiliated ETF, Liquid Strategies receives 0.30%. Advisory fees are negotiable. These fees do not include brokerage commissions or custodial fees.
Areas of Practice
Investment Management
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Advisor Information
Office location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Liquid Strategies, LLC
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Liquid Strategies, LLC
October 2014 - December 2016 · 2 yrs 2 mos
Persimmon Capital Management LP
December 2011 - October 2013 · 1 yr 10 mos
Gibson Volatility Management, LLC
September 2009 - November 2011 · 2 yrs 2 mos
Park Ridge Asset Management
August 2008 - September 2009 · 1 yr 1 mo
Bb&t Asset Management, INC.
August 2006 - July 2008 · 1 yr 11 mos
Scott & Stringfellow, INC.
January 2004 - May 2006 · 2 yrs 4 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.