Liberty Wealth Managers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,866,605
Clients
114
21% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$525,146
About
Liberty Wealth Managers provides fee-based investment advisory services to individual clients who are United Kingdom expatriates, with a particular focus on pension transfer assistance and ongoing portfolio management. The firm assists clients with pension claims and the transfer of assets to a UK-qualified custodian and tailors its services to each client's objectives.
The firm implements a tactical allocation approach intended to reduce risk and seek improved performance, primarily using exchange-traded funds and mutual funds and applying fundamental and cyclical analysis. Portfolios are managed on a custom, primarily non-discretionary basis—clients review and approve transactions—and the firm generally pursues long-term holdings.
What is noteworthy about Liberty Wealth is its specialized pension-transfer practice for UK expats, including hands-on assistance through a transfer process that can take up to twelve months and a one-time setup engagement for transfers. Liberty’s reliance on non-discretionary management is atypical for supported firms and, together with its avoidance of wrap programs and proxy voting, means clients retain direct control over trade approvals and voting decisions.
Client services
Portfolio management
Expertise
Cross-border / expatriate tax planning
Fee options
Up to 1.50% annually, payable monthly or quarterly in arrears, negotiated per client
Fee-only: One-time setup fee for pension transfer services ranging from 0.0% to 5.0%, negotiable
Main office location
Liberty Wealth Managers
1185 Avenue Of The Americas, 3 Rd Floor
New York NY 10036, United States
Number of offices
3
Most active in
Liberty Wealth Managers has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · Georgia · Michigan · New Hampshire · New Jersey · New York · Ohio · Texas
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.
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