How does the advisor help clients – Key Takeaways:
LIBERTY ASSET MANAGEMENT, INC. provides expert financial advice and services to a diverse range of clients. With a team of skilled financial advisors, they offer a variety of services and cater to various types of clients, all while maintaining transparency and integrity.
The following are key takeaways of how LIBERTY ASSET MANAGEMENT, INC. helps their clients:
- Expert financial advice and services
- Diverse range of financial services offered
- Catering to various types of clients
- Transparency and integrity
Facts and Insights
LIBERTY ASSET MANAGEMENT, INC. is a reputable financial advisor that has been in the industry for over 15 years. In that time, they have built a strong reputation for providing high-quality financial advice and services. With a team of experienced and knowledgeable advisors, they are able to offer valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
LIBERTY ASSET MANAGEMENT, INC. offers a comprehensive range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
LIBERTY ASSET MANAGEMENT, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Small businesses
Fees & Compensation
LIBERTY ASSET MANAGEMENT, INC. is a fee-only financial advisor, meaning they do not earn commissions from the products they recommend. Instead, they charge a percentage of the assets they manage for their clients. This alignment of interests ensures that their advisors are always working in the best interest of their clients.
Background
LIBERTY ASSET MANAGEMENT, INC. was founded in 2005 with the goal of providing professional and personalized financial advice and services. Since then, they have grown to become a highly respected financial advisor with a loyal client base.
Financial Advisor Disclosures to Know
LIBERTY ASSET MANAGEMENT, INC. is a Registered Investment Advisor (RIA), meaning they are legally bound to act in the best interest of their clients at all times. They have no disclosure events on their record, meaning they have a clean history and are fully transparent with their clients.