Liberty Private Client, LLC is a small investment advisory firm based out of Fort Myers, FL, with a rich history of providing personalized financial services to its clients. With a team of six dedicated professionals, including four investment advisors, Liberty Private Client offers comprehensive investment advisory services tailored to meet the unique needs of their clients.
Their expertise in managing assets is evident, as they boast an impressive average of approximately $97,920,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure is flexible, acc...
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Assets Under Mgmt
$198.65M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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