Liberty Wealth Management

Financial Advisor in Allentown, PA

Firm Info
Address: 3570 Hamilton Blvd, Allentown, PA 18103, USA
Phone: (610) 398-7333

Firm Size
Assets Under Management: $1 billion
# of Advisors: 15
# of Clients: 2,890
Client to Advisor Ratio: 193:1
Average Account Size: $348,833
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Liberty Wealth Management, LLC Overview

Liberty Wealth Management, LLC is a fee-based registered investment advisory firm providing investment advice only. The firm, based in Oakland, CA, has been in business since 2018. The fee arrangement offered by Liberty Wealth Management is designed to provide clients with value for their money. They offer a wide range of financial planning services, including portfolio management, pension consulting, and selection of other advisors. Liberty Wealth Management's portfolio management services are tailored for both individuals and small businesses, as well as businesses or institutional clients. These services are designed to provide clients with a diverse range of investment options to help achieve their financial goals. Alongside their standard services, Liberty Wealth Management also offers educational seminars and workshops, providing clients with a better understanding of the ever-changing investment landscape. In addition to their standard services, Liberty Wealth Management also offers Solicitors - Third-Party Marketer Programs. These services provide clients with access to a network of third-party marketers that can help them grow their business. Liberty Wealth Management helps clients navigate the complexity of marketing financial services, allowing them to focus on growing their business. Through their focus on investment advice and a fee-based structure, Liberty Wealth Management is committed to providing clients with value for their money and helping them achieve their financial goals.

Liberty Wealth Management, LLC has an extensive track record of serving various types of clients. The firm caters to individuals, including high net worth individuals looking to grow their wealth and secure their financial future. The team at Liberty Wealth Management also serves pension and profit-sharing plans, offering expert advice and tailored investment solutions to help these plans succeed. Additionally, the firm serves other types of corporations not limited to any specific sector. These clients benefit from the firm's wealth of knowledge, experience, and financial resources. Liberty Wealth Management, LLC provides clients with a range of fee structures to suit their unique financial needs. Clients have the option of engaging the firm on a percentage of assets under management (AUM) basis, a popular industry standard that typically depends on the amount of money placed under the firm's management. For clients who require a more tailored approach, hourly rates are available. There are also fixed fees, which clients can depend on but are not subject to any fluctuations. The firm offers other types of fees depending on the service provided to help clients achieve their financial goals more efficiently. Overall, Liberty Wealth Management, LLC offers transparent and fair fee structures that align with each client's unique financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to Liberty Wealth Management LLC's Part 2 Brochure, the firm has an investment minimum of $50,000 of assets under management. The firm notes that this is the minimum account size that they require for new clients who want to work with them. It is not clear whether there are any exceptions to this minimum or if it is a firm policy that cannot be waived. Regardless, potential clients should take note of this investment minimum before considering working with the firm. Overall, it is clear from the Part 2 Brochure that Liberty Wealth Management LLC takes a serious approach to investment minimums and requires all clients to meet their minimum threshold.

How This Office Can Help Allentown, PA Residents

Liberty Wealth Management is an experienced financial planning firm that provides a variety of financial services to clients living in Allentown, PA. Our team of highly qualified professionals understands the unique financial situations that clients in this area face, and we work tirelessly to help them achieve their financial goals. We assist our clients with a wide range of financial needs, including retirement planning, estate planning, investment management, and tax planning. For people living in Allentown, PA, some specific financial challenges they might be facing include rising healthcare costs, taxes, and inflation rates. With our expertise in the financial industry and our in-depth knowledge of the Allentown community, we can help clients navigate these challenges and achieve long-term financial security. We provide customized solutions tailored to each client's specific needs and goals, with the aim of maximizing their financial potential and securing their financial future.

To view the Minimum Investment and Fee Schedule for Liberty Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Liberty Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Liberty Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3570 Hamilton Blvd, Allentown, PA 18103, USA
Phone (610) 398-7333
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 411 30TH STREET, 2ND FLOOR, OAKLAND, CA 94609, United States

This firm has no other locations.

State Registrations

Liberty Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Idaho
  • Illinois
  • Nevada
  • New Hampshire
  • New York
  • North Carolina
  • Oregon
  • Tennessee
  • Texas
  • Washington

Disciplinary History

Liberty Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.