L
Liberty Solutions Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,509,110
Total clients
29
69% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$258,935
About
Liberty Solutions Advisors provides ongoing portfolio management and investment advice to a mix of individual clients — including both non‑high‑net‑worth and high‑net‑worth individuals — as well as pension, profit‑sharing plans and business entities. The firm documents client goals and risk tolerances in an Investment Policy Statement and commonly seeks discretionary authority to implement the agreed investment plan.
The firm combines charting, fundamental and technical analysis and employs a broad set of strategies ranging from long‑term investing to short‑term trading, including use of options, margin and short sales, and access to private placements, hedge funds, private equity and venture capital when appropriate. Fee arrangements include both asset‑based (percentage‑of‑AUM) schedules and performance‑based compensation for qualified clients, with performance fees calculated using a high‑water‑mark approach.
Compared with many peers, Liberty Solutions manages client accounts directly rather than selecting or delegating to third‑party sub‑advisers and accepts performance‑based compensation alongside conventional fee models, which is uncommon for firms of its size. Its willingness to offer complex, higher‑risk strategies and private investment exposures to individual and high‑net‑worth clients further distinguishes its service mix from many small advisory firms.
Client services
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Active portfolio management
Real estate investing
Private / alternative investments
Fee options
All Assets+: 1.50% annually
20.00% of capital appreciation with high water mark, only for qualified clients, no annual AUM fee for these clients
Main office location
Liberty Solutions Advisors
2801 Camino Del Rio South, Suite 315 4
San Diego CA 92108, United States
Number of offices
1
Most active in
Liberty Solutions Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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