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Credentials
None foundExperience Industry experience
< 1 year
Location
Remote
Liberty Atlantic Advisors
Team
Total advisors
5Clients per advisor
27 Very LowAvg AUM per client
$1,337,520 HighHNW client ratio
45% HighHenry Rutherford is a financial advisor with Liberty Atlantic Advisors, holding no prior industry experience before joining the firm. He has worked at Liberty Atlantic Advisors since 2026 and previously held roles at Alex De Silva & Co Wealth Managers, Golden Oak Wealth Management, and Blevins Franks Financial Management. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental analysis approach focused on longer-term portfolio construction, using diversified asset allocations and specialized strategies for unique client situations.
Based on Liberty Atlantic Advisors
Based on Liberty Atlantic Advisors
Flat fees typically range from $1,000 to $4,500 per month, charged in arrears
$0 - $500,000: 1.45% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% Above $10,000,000+: Negotiable
$500/hour for standalone financial planning services, charged monthly in arrears
Account minimum: $700,000 Fee-only: Hourly rate of $500 for standalone financial planning services, charged monthly in arrears
Texas
< 1 year of industry experience
Liberty Atlantic Advisors
2026 - Present • 1 year
Stamford
Alex De Silva & Co Wealth Managers
2025 - Present • 1 year
Stamford
Golden Oak Wealth Management
2024 - 2025 • 1 year
Stamford
Blevins Franks Financial Management
2019 - 2024 • 5 years
London
Blevins Franks Financial Management
2016 - 2019 • 3 years
Mriehel
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Accountant / CPA / tax prep
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Broker-dealer / trader
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Bank
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Trust company
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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