John
Liberatore
Concentus Wealth Advisors
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About this Advisor
John Liberatore is a financial advisor based in Newtown Square, Pennsylvania, working with Concentus Wealth Advisors. John has previously held positions at Villanova University, Concentus Wealth Advisors, LLC, and Julian Krinsky Camps & Programs. John has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, John is part of Concentus Wealth Advisors, which operates out of Newtown Square, Pennsylvania. The firm has 10 employees and manages assets totaling $799.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Concentus Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concentus Wealth Advisors Brokerage Details
$799,939,434
10
2,337
$342,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Liberatore Work History
Concentus Wealth Advisors, LLC
Villanova University
Julian Krinsky Camps & Programs
Villanova University
Disclosures
Please visit the SEC profile of John Liberatore 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 Concentus Wealth Advisors
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
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