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How does the advisor help clients – Key Takeaways:
As a leader in financial services, LIBERTY STREET CAPITAL, LLC provides expert guidance to help clients achieve their financial goals. With a team of highly qualified advisors, the firm is able to offer a wide range of services and solutions to meet the diverse needs of its clients.
Facts and Insights
Founded in 2002, LIBERTY STREET CAPITAL, LLC has over 18 years of experience in the financial industry. The firm has grown to manage over $1 billion in assets, with a team of 15 advisors who are dedicated to helping clients create and preserve wealth.
LIBERTY STREET CAPITAL, LLC is a fee-based firm, which means that its advisors are committed to acting in the best interest of their clients. This allows for objective and unbiased advice, as the firm does not receive commissions for recommending certain products or services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | Over 18 years |
Financial Services Offered
LIBERTY STREET CAPITAL, LLC offers a comprehensive range of financial services and solutions to help clients reach their goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
The firm serves a diverse range of clients including:
- High-net-worth individuals
- Business owners and entrepreneurs
- Corporate executives
- Retirees
Fees & Compensation
As a fee-based firm, LIBERTY STREET CAPITAL, LLC charges fees based on a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of its clients and encourages a long-term relationship.
Background
The founders of LIBERTY STREET CAPITAL, LLC have a combined experience of over 40 years in the financial industry. They are dedicated to providing personalized and high-quality service to their clients.
Financial Advisor Disclosures to Know
Transparency is key at LIBERTY STREET CAPITAL, LLC and the firm is committed to ensuring that its clients are fully informed about any potential conflicts of interest. Some potential disclosures to be aware of include:
- The firm may receive fees from third-party companies for recommending their products or services.
- Some advisors may receive commissions for recommending certain insurance products.
- The firm has affiliations with certain institutions that may limit the products or services it can recommend to clients.