Evan Jay Liberman
Advisor at Wise Money Israel
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
Wise Money Israel
Supported
Total advisors
1Clients per advisor
175 Very HighAvg AUM per client
$458,195 LowHNW client ratio
19% LowAbout
Evan Liberman is a Series 65-licensed financial advisor at Wise Money Israel LLC with two years of industry experience. He has been involved with Wise Money Israel in various forms since 2010, including serving as Chief Executive Officer of Wise Money Israel Ltd since 2017. He currently dedicates his time to Wise Money Israel Ltd and plans to divide his efforts between the two affiliated firms. Wise Money Israel LLC provides discretionary investment management and portfolio supervision for individuals, trusts, estates, retirement accounts, and business entities. The firm focuses on Israeli equities, bonds, and ETFs, employing fundamental, technical, and economic analysis combined with proprietary research and ethical screening, including biblically responsible investing strategies when approved by clients.
Expertise
Based on Wise Money Israel
Passive / index investing
Active portfolio management
Concentrated stock management
Fee options
$90 flat fee for data report for tax preparation service for non-Premium Account clients (paid separately)
1.15% to 2.00% annually (tiered based on AUM)
Account minimum: $50,000 Fee-only: Annual asset-based fee ranging from 1.15% to 2.00% based on AUM; some clients may be charged lower than 1.15%
Most active in
Evan L has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
2 years of industry experience
Wise Money Israel LLC
2023 - Present • 3 years
St. Augustine, FL
Wise Money Israel LLC
2022 - Present • 4 years
St. Augustine, FL
Wise Money Israel Ltd
2017 - Present • 9 years
Binyamina
Evan Liberman Sole Proprietorship DBA Wise Money Israel
2010 - 2017 • 7 years
Binyamina
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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