Liberty Private Client, LLC
Assets Under Management
$246.9M
Number of Clients
111
Number of Advisors
N/A
Average Client AUM
$2.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Liberty Private Client, LLC is a fee-only registered investment advisor specializing in investment management services for individuals and trusts. They tailor portfolios to individual circumstances, emphasizing asset allocation and security selection, investing in various securities. The firm manages accounts on a discretionary basis and requires a minimum relationship size of $500,000, which may be waived.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for assets over $5 million are subject to negotiation.
Fee Estimator
Investment management fees are based on a percentage of assets under management. The annual fee is 1.00% on the first $2 million in assets and 0.75% on assets between $2 million and $5 million. Fees for assets over $5 million are subject to negotiation. There is no minimum fee, but fees can be negotiated based on special circumstances. Fees are billed and collected quarterly, in advance.
Areas of Practice
Location
5237 Summerlin Commons Blvd, #319, Fort Myers, FL, 33907