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Libertas Wealth Management Group, Inc.

Headquartered in COLUMBUS, OH

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Firm Information

Libertas Wealth Management Group, Inc. is an investment advisory firm registered with the SEC. They provide financial planning, pension consulting, and portfolio management for individuals and high-net-worth individuals. The firm manages approximately $87.7 million in assets for 909 clients. They also offer a wrap fee program.

Libertas Wealth Management Group, Inc.

$87.71M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LIBERTAS WEALTH MANAGEMENT GROUP, INC. has a total of 1 branch locations across the country.
location

COLUMBUS, OH

Advisors at Libertas Wealth Management Group, Inc.

View All 1 Advisors
Unclaimed
Adam Dean Koos

CFP®, RA

COLUMBUS, OH

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Kimberly K Garner

RA

COLUMBUS, OH

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Disclosures

There are no public disclosures for Libertas Wealth Management Group, Inc..

Frequently Asked Questions (7)

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