At Libertas Wealth Management Group, we cater our services primarily to those with whom we can make a large impact. In addition, we want to continue to maintain the high-touch, personal, customized service our current clients have become accustomed to, which is why we work with individuals, couples, and companies who have a minimum of $250,000 to invest.
As a service to our clients, we implement a family discount at our firm. Anytime a family member of a client hires us, we internally aggregate the portfolios of all family members for the sake of determining our fees. Of course, for confidentiality reasons, we never share the amount of portfolio assets owned by one family member with any other.
We understand that there are sometimes upcoming liquidity events in our clients’ lives (i.e. – retirement, job changes, inheritance, business sales, etc.). It is for this reason that we do allow 24 months for clients to meet our minimum.