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The fee is billed in arrears, is negotiable and requires an account of at least $50,000.","source":"LWM FORM ADV PART 2A, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Liberty Wealth Management use?","answer":"Liberty Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Los Gatos, CA), with $1.18B and Charles Schwab Corporation (El Paso, TX), with $17.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Liberty Wealth Management have?","answer":"Liberty Wealth Management has 22 investment adviser representatives registered with state securities authorities, out of 43 employees, and 23 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Liberty Wealth Management invest in?","answer":"At the end of its last fiscal year, Liberty Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 6% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% other. 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It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Liberty Wealth Management have a minimum investment?","answer":"Yes, Liberty Wealth Management’s minimum account size for its Investment Management and Supervisory Services is $50K.","source":"LWM FORM ADV PART 2A, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Liberty Wealth Management?","answer":"Liberty Wealth Management’s direct owner is David Hollander (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Liberty Wealth Management get paid?","answer":"Liberty Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other compensation. 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