Michael
Mccort
Liberty Private Client, LLC
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About this Advisor
Michael Mccort is a financial advisor based in Fort Myers, Florida who has 4 years of relevant experience. Mccort is an employee of Liberty Private Client, LLC. Their career trajectory has included roles at Girard Partners LTD, Girard Capital, LLC and Liberty Private Client LLC. Mccort has Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Pennsylvania. Liberty Private Client, LLC is a financial advisory company that has its headquarters in Fort Myers, FL. The investment advisory business has a total of six financial advisors. It manages $199 million in assets under management among its 288 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 288 customer accounts, 39% are held by high-net-worth individuals who have more than $1 million in investable assets. The company offers portfolio management for individuals and small businesses. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Liberty Private Client, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Liberty Private Client, LLC Brokerage Details
$198,651,111
6
288
$689,761
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Michael Mccort Work History
Michael has been registered as a financial advisor for 4 years.*
Liberty Private Client LLC
Girard Capital, LLC
Girard Partners LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mccort to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Liberty Private Client, LLC
Fort Myers, FL
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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