Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
321 clients
Average Client Portfolio
$386K average
Assets Under Management
$123.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.90%
$500K - $1000K1.75%
$1.0M - $3.0M1.50%
$3.0M - $10.0M0.75%
$10M+0.50%

Certain existing or legacy clients may be billed under a prior fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information

Office location

5003 Horizons Dr., Suite 200, Columbus, OH, 43220

Get directions
Regulatory History (1)
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Financial
August 2018
Final
Employment History
Current Registrations
Libertas Wealth Management Group, INC.
March 2021 - Present · 4 yrs 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Kimberly K Garner - Financial Advisor | AdvisorDiscover