About Liberty Financial Group, Inc.
LIBERTY FINANCIAL GROUP, INC. is a financial services firm that has been helping clients reach their financial goals since its establishment. The firm has a team of experienced and knowledgeable advisors who act as financial experts for their clients.
How does the advisor help clients – Key Takeaways:
- Offer customized financial strategies
- Provide comprehensive financial planning
- Help clients make informed investment decisions
- Provide ongoing support and advice
- Monitor and adjust strategies as needed
Facts and Insights:
The following table shows the assets under management, number of advisors, and the time in business for LIBERTY FINANCIAL GROUP, INC. according to publicly available data.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 100+ | 20+ years |
Financial Services Offered:
LIBERTY FINANCIAL GROUP, INC. offers a wide range of financial services to help clients achieve their financial goals. Some of the services offered include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
LIBERTY FINANCIAL GROUP, INC. works with a diverse client base including individuals, families, small businesses, and corporations. The firm’s services are tailored to meet the specific needs and goals of each individual or entity.
Fees & Compensation:
LIBERTY FINANCIAL GROUP, INC. operates on a fee-based structure, meaning that the firm charges fees based on a percentage of the client’s assets under management. This structure aligns the firm’s interests with those of their clients, as their compensation is directly tied to the performance of the client’s portfolio.
Background:
LIBERTY FINANCIAL GROUP, INC. was established over 20 years ago and has since built a strong reputation for providing quality financial services to their clients. The firm’s team of advisors have a diverse range of backgrounds and expertise, allowing them to provide well-rounded and comprehensive financial advice to their clients.
Financial Advisor Disclosures to Know:
As a fiduciary, LIBERTY FINANCIAL GROUP, INC. is legally obligated to act in the best interests of their clients. The firm has a clean record with no disciplinary actions or sanctions from regulatory bodies.