Thank you for your interest in working with The Liberty Advisor.
We have many different ways we work with our clients depending on what your needs are.
Wealth management Clients
Asset under management fee - *May include Wealth Management services
$100,001-$500,000 = 1.5% * Silver plan offered at $400,000
$500,001- $1,000,000 = 1.25% Silver Plan Included
$1,000,001+ = 1% Gold Plan Included
Gold Plan- Clients with $1,000,000 invested or $25,000 annual retainer. *Clients with over $500k will receive an extreme discount. - See details
Silver Plan- Clients with over $400,000 or $10,000 annual retainer
*Clients over $250k will receive $4k discount off retainer - see details
Bronze Plan - not offered at this time
Self Directed IRA's
NO IAG set up fee for clients with over $250,000 AUM.
$1500* if IAG is retained for ongoing services
$3500 * if IAG is not to be retained for ongoing services
Wealth Management Consultations
Initial 15 mins are free and $250 / hr from there on out * Only initial talk
- Will Discount services if prospect becomes client to absorb initial
$500 / hour for Tim Picciott's advice for non AUM or planning clients
Consultation - Non Wealth Management
.1 BTC for crypto related consultations
$250/ Hr for Economic Analysis
.2 BTC per hour for Crypto consultations
$500 / hr for Economic analysis
Want me to speak at your conference, event or company?
- email firstname.lastname@example.org for customized solutions.
Investment advice offered through Innovative Advisory Group, LLC. Innovative Advisory Group, LLC has no affiliation or common ownership with any other entities mentioned on this website. All other services offered through Crypto Wealth Advisors LLC which is a subsidiary of Ironplan LLC.