Liberty Private Client, LLC

Liberty Private Client, LLC is a fee-only registered investment advisor specializing in providing investment management services to individuals and trusts. Founded in June 2019 by Michael McCort, the firm became a registered investment advisor in September 2019 in Florida and later in Pennsylvania in May 2020. Liberty Private Client merged with Girard Private Investment Group in April 2020, retaining all employees and maintaining the Pennsylvania office. The firm manages accounts on a discretionary basis, with assets under management totaling $246,903,131 as of December 31, 2024. The fee structure is based on a percentage of assets under management, with fees calculated at 100 basis points per annum. Liberty Private Client does not charge performance fees and requires a minimum relationship size of $500,000, which may be waived at the advisor's discretion. The firm's investment philosophy emphasizes asset allocation and security selection, utilizing a variety of securities including stocks, options, mutual funds, and bonds. Clients have the option to restrict certain investments if desired. Liberty Private Client does not engage in referral fee arrangements and has limited custody of client funds. The firm exercises investment discretion, allowing full authority to make purchase and sale decisions for client accounts. Clients receive quarterly statements detailing holdings and account activity. Michael McCort, the President, and other key personnel have no legal or disciplinary events to report.