Liberty Asset Management
Assets Under Management
$106.2M
Number of Clients
323
Number of Advisors
5
Average Client AUM
$329K
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Liberty Asset Management, LLC provides investment supervisory services (ISS) through individual portfolio management and financial planning services. They tailor investment strategies to client needs, considering objectives, risk tolerance, and time horizons. Financial planning covers personal, tax, investment, insurance, retirement, death & disability, and estate matters.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
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.
Areas of Practice
Location
3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103