Alisa Livesay
Alisa Livesay is a CFP-designated registered investment advisor at Alc Investment Advisory Services, LLC, based in Dayton, OH, with 21 years of industry experience. Alisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Location
Dayton, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alisa is the President & Owner-Member of ALC Financial Services, LLC, providing accounting, tax preparation & consulting services, dedicating about 10-20% of her time. She also owns Home Aid Patners, LLC, a real estate investment company, and Joyful Beads, LLC, a jewelry design business, spending minimal time on the former and about 10-20% of her time on the latter. Alisa also works as an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Alc Investment Advisory Services, LLC
Previous Registrations
Dean Financial Services
AXA Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.