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Niehaus Liberty offers a free financial consultation to those interested in investing.
Our free consultations typically last from 30 to 90 minutes, depending on your situation. These sessions can be scheduled for an in person meeting at our office in Berkeley or by phone.
Niehaus Liberty 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 cumulative annual management fee is 1.40% for accounts with $50,000 to $1,000,000; 1.10% for accounts with $1,000,000 to $3,000,000; the management fee for accounts with assets above $3,000,000 is negotiable. Niehaus Liberty will only manage accounts with less than $50,000 on a pro bono basis. Accounts with Niehaus Liberty 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 1.40%, then 1/4 of 1.40% (0.35%) is applied to each ending quarter account balance.
To help those starting the investing process, there are a limited number of slots for clients who choose to start with $50,000 or less. Niehaus Liberty will manage such accounts pro bono. If interested, please ask if there are any slots available.
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