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Liberty Asset Management

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Client assets under management

$137,259,699

Clients

328

8% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

66

Typical

Average account size

$418,475

About

Liberty Asset Management provides portfolio management and financial planning to a mix of individual clients (including high-net-worth households), pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets and serves a modest client base through a team of five advisors.

Portfolio oversight centers on asset allocation guided by Modern Portfolio Theory, with portfolios constructed from mutual funds, ETFs and similar vehicles and reviewed at least quarterly. The firm also uses technical analysis techniques, including charting, as part of its research and may manage accounts on either a discretionary or non‑discretionary basis.

What sets the firm apart from many peers is the breadth of related industry registrations: personnel are registered representatives of a broker‑dealer, licensed insurance producers, and the firm is affiliated with an accounting professional, allowing advisors to implement recommendations in those capacities while disclosing the resulting conflicts. The brochure also notes a recent transition to SEC registration and the firm’s participation in a major custodian program, arrangements the firm discloses as potential sources of additional services and conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Fixed

Financial Planning fixed fees typically range from $300 to $3,000.

Percentage

$0 - $1,000,000: 1.50% $1,000,000+: 1.00%

Commissions

Commissions, 12b-1 fees, and other sales-related compensation may be earned separately by related persons of the firm.

Project-based

Financial Planning hourly fees range from $150 to $300 per hour.

Other

Account minimum: $50,000

Main office location

Liberty Asset Management

3570 Hamilton Blvd., Suite 301

Allentown PA 18103, United States

Number of offices

2

Most active in

Louisiana · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kent L

Series 63, Series 65

Allentown, PA

Liberty Asset Management

Kent Lane is an associate wealth advisor at Liberty Asset Management with two years of industry experience. He has worked at Liberty Asset Management since 2023 and previously held positions at APW Inc. and in construction management. Outside of his advisory role, Kent coaches a wrestling club for K-12 students that focuses on life lessons and competitive training. Liberty Asset Management is an SEC-registered advisory firm managing approximately $136.8 million for individual investors, pension plans, charitable organizations, and private businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Benjamin C

Series 63, Series 66

Allentown, PA

Liberty Asset Management

Benjamin Chunko is an associate advisor at Liberty Asset Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Liberty Asset Management since 2012 and Comprehensive Asset Management & Servicing, Inc. since 2013. Outside of his advisory role, he owns and operates the Grit Mat Club, an athletic club where he runs practices. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning services.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Gary M

CFP®, Series 63

Allentown, PA

Liberty Asset Management

Gary Mayo is a CFP® with 44 years of experience in the financial industry. He has been with Comprehensive Asset Management since 2001 and co-founded Co-Leash in 1999. Mayo is also a shareholder and CFP at Liberty Wealth Management, where he spends significant time in sales and advisory roles. Liberty Asset Management is an SEC-registered firm serving individual investors, pension plans, charitable organizations, and private businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, managing approximately $136.8 million across several hundred client relationships.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Richard F

CFP®, Series 63, Series 65

Allentown, PA

Liberty Asset Management

Richard Frable is a CFP® professional with 34 years of industry experience. He has been with Comprehensive Asset Management & Servicing, Inc. since 2006 and serves as Chief Compliance Officer and a majority shareholder at Liberty Asset Management. He is also involved in life and health insurance sales as a managing partner of Liberty Wealth Management. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Charles N

Series 63, Series 65

Allentown, PA

Liberty Asset Management

Charles Noti IV is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Liberty Wealth Management since 2010 and also operates as a CPA in a separate business. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension plans, charitable organizations, and private businesses, managing approximately $136.8 million. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with written financial planning.

General retirement planning General tax planning Cash flow / budgeting
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