Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule.
Fee Estimator
Libertas charges fees based on a percentage of your assets under management. For wrap fee accounts, the annual fee ranges from 0.50% to 1.90% depending on the assets managed. Certain clients may be billed under a prior fee schedule. They also offer fixed-fee financial planning and consulting services, with the fee determined by the portfolio composition, engagement scope, and servicing requirements. Fees are billed monthly in arrears and may be deducted from client accounts with authorization.
Areas of Practice
Advisor Information
Office location
5003 Horizons Dr., Suite 200, Columbus, OH, 43220
Get directionsRegulatory History (1)
Customer Dispute
December 2016Employment History
Current Registrations
Libertas Wealth Management Group, INC.
Previous Registrations
LPL Financial LLC
Raymond James Financial Services
State Registrations3 states
Exams
Additional Information
Adam started his career in 2001 and has been named one of Central Ohio's "People to Know by Columbus Business First. He was honored as a "Five Start Wealth Manager" by Five Star Professionals in Columbus Monthly Magazine, is a recipient of the 2011 Business First Greater Columbus "Forty Under 40" award, 5 time winner of Columbus CEO Magazine's "Best of Business" awards (winning "Best Financial Advisory Firm"), and was the 2011 small business winner of the Better Business Bureau's "Torch Award for Ethics & Trust."