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William Jobes

Live Oak Wealth Advisory Group, LLC
28 Years of Experience
Santa Fe, NM
1 Disclosure
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William Jobes is a registered investment advisor at Live Oak Wealth Advisory Group, LLC, based in Santa Fe, NM, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 98 clients with $160M in assets under management.

Live Oak Wealth Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$155.5M

Fee Structure

Minimum Investment:$5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable between negotiable and 1.75%. Certain legacy clients may be subject to a 1.00% fee schedule. A minimum annual fee of $500 applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Santa Fe, NM

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History

Regulatory History (1)
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Customer Dispute
September 2010
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Live Oak Wealth Advisory Group, LLC
October 2010 - Present · 16 yrs
Previous Registrations
RBC Capital Markets Corporation
January 1998 - October 2010 · 12 yrs 9 mos
State Registrations2 states
NMTX
Advisor

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Exams
No exam information available for this advisor.
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