Liberated Investor Advisors, LLC

Overview

Liberated Investor Advisors, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with the ability to select outside advisers when a client’s needs fall outside its core capabilities. It also operates as an insurance broker, which informs its use of insurance-based products as part of client strategies. Investment activity is concentrated and equity-oriented. The firm acts as a capital allocator for clients, preferring exchange-traded equities and ETFs as the primary vehicle for market exposure. It is not positioned as an active ESG investor and is focused on a relatively compact book of business rather than multi-state expansion or pension consulting. Fee arrangements are a mix of percentage of assets under management, hourly charges, fixed fees and other fee structures, reflecting a flexible, client-by-client approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices