Assets Under Management
$51.6M
Number of Clients
5
Number of Advisors
2
Average Client AUM
$10.3M
AUM per Advisor
$25.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Liberty Park offers fund management, private wealth management (PWM), and other advisory services. Fund management includes advising private investment funds. PWM provides whole portfolio and asset allocation advisory services, primarily through separate accounts. Other services include providing daily transaction copies and research to financial advisors and institutional asset managers.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
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.
3103 Bee Caves Road, Suite 100, Austin, TX, 78746