How does LIBERATION CAPITAL, LLC help clients – Key Takeaways:
LIBERATION CAPITAL, LLC is a financial advisory firm that provides expert guidance in managing clients’ finances. Through a wide range of financial services, the firm helps individuals and businesses achieve their financial goals and secure a stable future.
Here are some key takeaways that describe how LIBERATION CAPITAL, LLC assists its clients:
- The firm offers personalized financial advice that takes into account each client’s unique financial situation and goals.
- With a team of experienced financial experts, clients can expect to receive high-quality, expert guidance in managing their finances.
- LIBERATION CAPITAL, LLC stays up-to-date with the latest market trends, financial news, and investment strategies to better advise clients.
- The firm prioritizes transparency and open communication with clients, ensuring that they are informed and involved in the decision-making process.
Facts and Insights
Incorporated in 2005, LIBERATION CAPITAL, LLC has been in the financial advisory business for over 15 years. The firm has grown significantly over the years, expanding their team and services to better serve their clients. As of 2021, the firm has over $500 million in assets under management. This success can be attributed to their dedication to providing top-notch financial guidance and building strong relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 5 |
| 2010 | $200 million | 8 |
| 2015 | $350 million | 12 |
| 2020 | $500 million | 18 |
Financial Services Offered
LIBERATION CAPITAL, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Business planning
- Education planning
The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial health are considered and addressed.
Client Types
LIBERATION CAPITAL, LLC works with a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the specific needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
LIBERATION CAPITAL, LLC charges a fee for its financial services, typically based on a percentage of the assets they manage for a client. This fee structure aligns their interests with clients’ goals and ensures that their financial success is directly tied to the success of their clients’ investments.
The firm also has a fiduciary duty to act in their clients’ best interests, meaning they are legally and ethically obligated to make recommendations that are in their clients’ best interests, not their own. This provides clients with the peace of mind that their financial advisor is acting in their best interest and not solely for their own financial gain.
Background
LIBERATION CAPITAL, LLC was founded in 2005 by a team of financial experts with a shared vision of providing personalized and expert financial advice to clients. The firm has since grown to become a highly respected and trusted name in the financial advisory industry, with a strong track record of success in helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, LIBERATION CAPITAL, LLC is required by law to disclose any potential conflicts of interest, disciplinary actions, and other important information to clients. This ensures that clients are well-informed and can make educated decisions about their finances. The firm’s advisors