Libertas Wealth Management Group, INC.
Assets Under Management
$123.9M
Number of Clients
321
Number of Advisors
2
Average Client AUM
$386K
AUM per Advisor
$61.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Libertas offers financial planning and investment management to individuals, high net worth individuals, non-profit foundations, and business owners. Services include financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning.
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
Location
5003 Horizons Dr., Suite 200, Columbus, OH, 43220