Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$476,000,000
Total clients
710
13% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
355
Average account size
$670,423
Financial Planning Services fixed fees range from $500 to $2,500; Wealth Management fees may be fixed in certain circumstances.
$0+: 0.50% to 1.50% annually for Wealth Management Services (tiered/negotiable) $0+: up to 1.00% annually for Retirement Plan Advisory Services (negotiable)
Advisory Persons may earn commissions from insurance sales and as Registered Representatives of PKS separately from advisory fees.
Financial Planning Services charged up to $300/hour.
Account minimum: Liberty Square generally does not impose a minimum relationship size. Fee-only: Wealth Management fees 0.50% to 1.50% annually; Retirement Plan Advisory fees up to 1.00% annually; Financial Planning fees hourly up to $300/hour or fixed fees $500 to $2,500.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Liberty Square Wealth Partners LLC
1525 Valley Center Pkwy, Suite 120
Bethlehem PA 18017, United States
Number of offices
2
Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
CFP®, Series 63, Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
Series 63, Series 65, Series 66
Bolivia, NC
Liberty Square Wealth Partners LLC
ChFC®, Series 63, Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
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