REGISTERED INVESTMENT ADVISOR

Fees

Price

A free financial consultation is provided to those interested in investing, and consultations are free as needed for existing clients.

The annual management fee for assets under management is as follows:

  • 1.50% for accounts with $50,000 to $100,000;
  • 1.25% for accounts with $100,000 to $1,000,000;
  • 1.00% for accounts over $1,000,000.

Accounts will be billed quarterly, in advance, based on the ending account balance of the previous quarter. For example an account in the 1.25% bracket will be billed ¼ of 1.25%, or 0.3125%, each quarter.

Other expenses to the client will be transaction costs when equities are purchased or sold. Liberty Hill Capital utilizes a low cost broker to keep expenses to a minimum, and trades on an infrequent basis. Liberty Hill Capital is not compensated commission for transaction cost.

Minimum Investment Requirements

The minimum initial investment is $50,000.