Liberty Wealth Managers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty Wealth Managers provides fee-based investment advisory services to individual clients who are United Kingdom expatriates, with a particular focus on pension transfer assistance and ongoing portfolio management. The firm assists clients with pension claims and the transfer of assets to a UK-qualified custodian and tailors its services to each client's objectives.
The firm implements a tactical allocation approach intended to reduce risk and seek improved performance, primarily using exchange-traded funds and mutual funds and applying fundamental and cyclical analysis. Portfolios are managed on a custom, primarily non-discretionary basis—clients review and approve transactions—and the firm generally pursues long-term holdings.
What is noteworthy about Liberty Wealth is its specialized pension-transfer practice for UK expats, including hands-on assistance through a transfer process that can take up to twelve months and a one-time setup engagement for transfers. Liberty’s reliance on non-discretionary management is atypical for supported firms and, together with its avoidance of wrap programs and proxy voting, means clients retain direct control over trade approvals and voting decisions.
Client services
Expertise
Fee options
Up to 1.50% annually, payable monthly or quarterly in arrears, negotiated per client
Fee-only: One-time setup fee for pension transfer services ranging from 0.0% to 5.0%, negotiable
Main office
1185 Avenue of the Americas, 3rd Floor
New York NY 10036
Advisors at this office
1
Most active in
California · Colorado · Florida · Georgia · Michigan · New Hampshire · New Jersey · New York · Ohio · Texas
Also doing business as
Atlantica Wealth, LLC · Liberty Wealth Managers · Liberty Wealth Managers LLC
Disclosures
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Business activities & affiliations
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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