Liberty Capital Management Inc

CRD#106063
Investment Advisor Firm

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Learn more about Liberty Capital Management Inc

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

    • Overview

    Liberty Capital Management Inc is an advisory company based in Birmingham, Michigan. It administers $467.1 million in assets under management across 320 client accounts, making it one of the larger firms in the nation by assets under management (AUM). Liberty Capital Management Inc has a small team, including 2 financial advisors. Liberty Capital Management Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like bonds, equities and options.

    Liberty Capital Management Inc oversees 301 of its accounts on a discretionary basis. Discretionary management means that transaction choices are made by a portfolio manager without needing to seek client permission. The company also administers 19 non-discretionary accounts with a total of $51.6 million in assets. The advisory firm's typical account size is $1.5 million. An average financial advisor at Liberty Capital Management Inc manages around 160 client accounts.

    The firm's headquarters is at 401 S Old Woodward Avenue, Birmingham, Michigan 48009. Liberty Capital Management Inc is permitted to provide services to clients across 6 states, including California, Florida, Louisiana, Michigan, Texas and Vermont.

    Assets Under Management

    $467.1 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    401 S Old Woodward Avenue
    Birmingham, MI 48009

    Liberty Capital Management Inc by the Numbers

    Total Assets Under Management

    $467.1 million

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    320

    National Average: 375,227
    Average Account Size

    $1.5 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees usually vary depending on the services offered. However, fees billed by the company typically consist of the following fee structure: asset-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

    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

    It works with retail investors and high net worth investors. Out of its 320 clients, Liberty Capital Management Inc's largest client type by number of accounts is high net worth investors, although it also caters to 82 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.

    • High-Net-Worth Individuals* - 69.49%
    • Other Individuals - 30.51%
    • Corporations - 0%
    • 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 Capital Management Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Liberty Capital Management Inc

    Kenneth Carbaugh
    Birmingham, MI
    Suzanne Aitchison
    Birmingham, MI
    Charles Dettloff
    Birmingham, MI

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