KP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$51.6M
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
For PWM clients, Liberty Park charges an annual advisory fee of 1% of the net asset value, billed monthly. Fees are negotiated separately with each client. Fund clients pay management fees and performance allocations. Non-discretionary account clients pay a pre-negotiated fixed fee.
Areas of Practice
Investment Management
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Advisor Information
Office location
3103 Bee Caves Road, Suite 100, Austin, TX, 78746
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
Liberty Park Capital Management, LLC
January 2017 - Present · 9 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.