Liberty Wealth Advisors, LLC

Liberty Wealth Advisors® d/b/a Portfolio Solutions® is an SEC-registered investment advisor established in 1999. The firm specializes in managing low diversified investment portfolios using primarily index stock and bond mutual funds and ETFs. They offer a full spectrum of financial advisory services, including wealth planning, financial planning, consulting, and investment management. Liberty Wealth Advisors® acts as a fiduciary, placing clients' interests first at all times. The firm typically manages accounts on a discretionary basis, monitoring accounts daily, managing cash flow, rebalancing as needed, and employing tax loss harvesting strategies. They also provide sub-advisory services to other registered investment advisors and offer a donor-advised fund program for charitable giving. Clients can open a donor-advised fund account with a minimum contribution of $5,000. For wealth planning services, fees generally range from 0.89% to 1.25%. Liberty Wealth Advisors® does not accept performance-based fees and does not use a wrap fee program. As of January 1, 2022, the firm managed over $1.75 billion in assets, with $1.59 billion managed on a discretionary basis. The firm's team includes experienced professionals with various certifications such as CFA®, CFP®, and CPFA. Liberty Wealth Advisors® maintains a strong commitment to ethical standards and client service, providing personalized financial advice tailored to each client's unique circumstances and financial goals.