Libra Investment Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,150,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
2
100% 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
2
Very LowAverage account size
$575,000
About
LIBRA Investment Advisors, Inc. provides discretionary and non‑discretionary investment management, comprehensive financial planning, and advisory services for businesses and retirement plans to a mix of clients, including individual investors, high‑net‑worth individuals, trusts and estates, and institutional entities. Founded in 2024, the firm issued its first disclosure brochure and reported no assets under management as of October 1, 2024.
The firm develops customized asset‑allocation strategies and conducts ongoing monitoring and periodic reviews, offering both portfolio management and planning services that can be delivered on an advisory or hourly consulting basis. Its investment process combines fundamental, technical, quantitative, and macroeconomic analysis and emphasizes diversification, long‑term growth, and risk‑management tools such as rebalancing and hedging.
Noteworthy elements in the brochure include educational seminars and workshops for clients and employees, advisory work for employer‑sponsored retirement plans (pension consulting), and a formal due‑diligence process for selecting and monitoring third‑party advisers, including private fund managers, with the firm stating it does not receive compensation from those recommended advisers. The firm also notes it may enter performance‑based arrangements for qualified clients and explicitly serves both non‑high‑net‑worth and high‑net‑worth individuals alongside its business and institutional work.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Active portfolio management
Wealth management
General retirement planning
General estate planning guidance
Tax strategies for small businesses
Fee options
$0 - $250,000: Up to 2.00% annually $250,001 - $1,000,000: Up to 1.75% annually $1,000,001 - $5,000,000: Up to 1.50% annually $5,000,001 - $10,000,000: Up to 1.00% annually $10,000,001+: Up to 0.75% annually
Financial Planning: $150 to $350 per hour; Consulting Fees: $200 to $400 per hour
Performance-based fees up to 20% for qualified clients, calculated using a high-water mark system
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,500
Main office location
Libra Investment Advisors Inc
Miami FL, United States
Number of offices
1
Most active in
Libra Investment Advisors Inc has reported serving >5 clients in these states in the last 12 months.
Florida
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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