Liberty One Investment Management

CRD#304290
Investment Advisor Firm

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Learn more about Liberty One Investment Management

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Liberty One Investment Management is located at 1509 N. Milwaukee Ave., Libertyville, IL. The firm employs 18 financial advisors to manage client portfolios and provide financial guidance. Liberty One Investment Management is not a registered broker-dealer.

    Liberty One Investment Management oversees $2.0 billion in assets under management across 14,692 accounts, of which 7,681 are discretionary and 7,011 are non-discretionary. The services offered include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The firm caters to other investment advisers and other types of investors, with other investment advisers being the largest client type by accounts. The fee structure at Liberty One Investment Management is asset-based.

    Liberty One Investment Management is registered in the states of Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Missouri, Nebraska, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Washington, West Virginia, and Wisconsin.

    Assets Under Management

    $2.0 billion

    Number of Advisors

    18

    Disclosures

    No

    Office Location

    1509 N. Milwaukee Ave.
    Libertyville, IL 60048

    Liberty One Investment Management by the Numbers

    Total Assets Under Management

    $2.0 billion

    National Average: $8.6 billion
    Total Number of Employees

    18

    National Average: 64
    Total Number of Accounts

    14,692

    National Average: 375,227
    Average Account Size

    $133.9 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services largely are based on which service is offered. Fees billed by Liberty One Investment Management typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company caters to other investment advisers and other. Out of its 2 clients, Liberty One Investment Management's biggest client group by number of accounts is other investment advisers.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Liberty One Investment Management does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Liberty One Investment Management

    Greg Sander
    Libertyville, IL
    Benjamin Mcqueen
    Libertyville, IL
    Sean Belton
    Crescent Springs, KY
    Steven Grove
    Libertyville, IL
    Nikolay Strom
    Libertyville, IL
    Nicholas Ng
    Libertyville, IL
    Don Hardin
    Libertyville, IL
    Karen Mills
    Libertyville, IL
    Jared Bosley
    Covington, KY

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