Wealth Management Minimums & Discounts

Wealth Management Minimums & Discounts

Maximum Benefit with Minimum Investment

At Libertas Wealth Management Group, we are committed to making a significant difference in our clients’ financial lives. We provide personalized, high-quality services to individuals, couples, and businesses with a minimum investment of $500,000 for full-service financial planning and investment management.

We do make exceptions for those who are relatively close to meeting the minimum now and/or will meet the minimum within two years via retirement, a job change, inheritance, or other windfalls that would suffice.

In the case you don't meet this minimum, or if the above-mentioned exceptions don’t apply, please click here and refer to our fixed-fee financial planning option.

Wealth Management Minimums & Discounts

Personalized Financial Planning for a Secure Future

Libertas Wealth Management Group is your expert guide throughout the ever-changing, complex financial landscape. To get started, we help you identify eligible accounts for your minimum investment requirements, such as old, dormant 401k, 403b, 457, and deferred comp plans, Traditional and Roth IRAs, Inherited IRAs, brokerage accounts, trust accounts, and more.

We also understand that life events can impact your financial situation. Thus (and as mentioned above), if you anticipate reaching our minimum within 24 months due to events such as retirement, job change, or an inheritance, we will waive the minimum requirement for full-service financial planning to get started on your financial journey today.

Libertas Wealth’s
Family Discount

As an added benefit to our clients, we offer a family discount, aggregating the portfolios of all family members to determine our fees while maintaining strict confidentiality regarding individual assets. In other words, you’ll never know what your family has, and they’ll never know what you have — it’s all aggregated safely and discreetly, as privacy is paramount at our firm.

Start planning your family’s financial future today.

Libertas Wealth Family Discount