Liberated Investor Advisors, LLC
Assets Under Management
$11.7M
Number of Clients
49
Number of Advisors
2
Average Client AUM
$239K
AUM per Advisor
$5.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Liberated Investor Advisors, LLC offers discretionary and non-discretionary portfolio management services tailored to client needs. They also provide financial planning services, including broad-based and single-subject planning. The firm may use sub-advisers and model portfolios. They also act as a solicitor for other advisory firms.
Fee Structure
Portfolio management fees are based on a percentage of assets under management. Financial planning services are charged hourly at $250/hour or a fixed fee ranging from $1,000 to $5,000, depending on complexity. These fees are negotiable. The financial planning fee is payable in advance. As a solicitor, they receive a portion of the management fee from other advisors they recommend, ranging from 0.25% to 1.25% of assets under management.
Areas of Practice
Location
NC, United States