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Liberty Hill charges a management fee based on a percentage of the value of the assets we manage. We accept no commissions or other forms of compensation from investment product providers, financial institutions, or any other third parties.
The fee structure is detailed in the following table. Accounts with Liberty Hill are billed quarterly, in advance, by taking the value of managed assets on the last business day of the preceding calendar quarter and applying one-fourth of the annual percentage fee. For example, if the annual fee is 1.60%, then 1/4 of 1.60% (0.40%) is applied to each ending quarter account balance. Accounts that are closed prior to the end of the next quarter are reimbursed on a pro-rated basis.
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Cumulative Annual Management Fee |
| $20,000 to $3,000,000 |
1.60% |
| $3,000,000 to $6,000,000 |
1.50% |
| $6,000,000 and up |
1.40% |
To help those starting the investing process, there are a limited number of slots for clients who choose to start with $20,000 or less. Liberty Hill will manage such accounts pro bono. If interested, please ask if there are any slots available.
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