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Lydia Lesser

Liberty Asset Management

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About Lydia Lesser

Lydia Lesser is a registered investment advisor representative with Liberty Asset Management, located in Allentown, Pennsylvania. Lydia has been in the industry since 2008. Lydia has experience working with individuals, corporations and charitable organizations. Her advisory services include financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Lydia Lesser is currently registered with Liberty Asset Management. Liberty Asset Management is an independent investment advisory firm based in [main office address]. The firm advises individuals, corporations, and charitable organizations. With over $100 million in assets under management, the firm offers financial planning, portfolio management, and selection of other advisors.

$106.18M

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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other

Selection of other advisers fees

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Lydia Lesser’s Registration & Firm History

PA

06/04/2020 - Present

Liberty Asset Management (ALLENTOWN PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lydia Lesser.
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