A complete list of active advisors currently associated with Liriano Wealth Advisory Group, LLC
Warmer can help you find a great advisor at Liriano Wealth Advisory Group, LLC or one who fits your needs even better.
The firm is an independent, single-advisor registered investment adviser that serves individual clients, including high-net-worth individuals, through discretionary portfolio management, financial planning, and hourly consulting. It provides portfolio management both directly and via an unaffiliated wrap-fee platform and offers advice on mutual funds, ETFs and other common investment vehicles. The firm's investment process emphasizes asset allocation and use of model portfolios and third‑party sub-advisers available on the AssetMark platform; investment decisions typically rely on those models and on periodic account reviews rather than in‑house quantitative security analysis. It generally implements client mandates on a discretionary basis, considers ESG factors among its strategies, and uses the custodial cash sweep option provided by the account custodian for short‑term cash management. What is notable about the firm compared with many independent peers is that it receives commission-style compensation in addition to advisory fees — including 12b‑1 fees on mutual funds and insurance/variable annuity commissions — and participates in a wrap-fee program through AssetMark, with related platform benefits. The firm also routinely directs clients to specified custodians and discloses that it does not aggregate multiple client trades, practices that can affect trade execution and the mix of costs borne by clients.
To learn more about the advisors currently working at Liriano Wealth Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newton Center, MA
| 34
|
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