Overview

Headquarters
Allentown, PA
Total Firm Assets
$141 million
Average High-Net-Worth Client Portfolio Size
$2.4 million
Stated Minimum Account Size
$50,000

Fee Disclosure

Source: LIBERTY ASSET MANAGEMENT (2025-08-15) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $55,000 1.10%
$10 million $105,000 1.05%
$50 million $505,000 1.01%
$100 million $1,005,000 1.00%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
44.89%
Number of High-Net-Worth Clients
26
Total Client Accounts
579
Discretionary Accounts
579

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
142094

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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