Advisor at Liberty Square Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Liberty Square Wealth Partners LLC
Location
Bolivia, NC
Credentials
Series 63, Series 65, Series 66
Industry experience
< 1 year
David Pope is a financial advisor at Liberty Square Wealth Partners LLC with over 20 years of industry experience, including roles at Andalusian LLC and CVSA LLC. He holds Series 63, 65, and 66 designations. Outside of his advisory work, he is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through both discretionary and non-discretionary wealth management and financial planning. The firm follows a primarily long-term investment approach using ETFs, mutual funds, and individual securities, managing approximately $476 million in discretionary assets across two advisors.
Based on Liberty Square Wealth Partners LLC
Based on Liberty Square Wealth Partners LLC
Financial planning fixed fees range from $500 to $2,500.
$0+: 0.50% annually unspecified+: up to 1.50% annually
Certain Advisory Persons receive commissions from insurance product sales and as Registered Representatives of PKS for commissionable transactions, separate from advisory fees.
Financial planning services hourly rate up to $300 per hour.
Fee-only: Wealth management fees range from 0.50% to 1.50% annually, paid monthly in advance; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees range from $500 to $2,500; hourly fees up to $300/hour.
Bolivia, NC
North Carolina
Liberty Square Wealth Partners LLC
2024 - Present (2 years)
Andalusian LLC
2021 - 2024 (3 years)
CVSA LLC
2002 - 2021 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Wilmington, NC
Harborside Capital
Series 66
Wilmington, NC
Neuse River Capital, LLC
CFP®, Series 65
Carolina Beach, NC
Cadger Tax and Financial Inc.
Series 63, Series 65, Series 66
Wilmington, NC
Coastal Capital Management, LLC
CFP®, Series 63
Wilmington, NC
Rushwald, Mark Steven
CFP®, Series 66
Wilmington, NC
Shammas Financial Planning
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