John Robertson is a registered investment advisor at Live Oak Wealth Advisory Group, LLC, based in Houston, TX, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 114 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Certain clients may be subject to a legacy fee schedule of 1.00% annually.
Fee Estimator
Location
3730 Kirby Drive, Suite 1200, Houston, TX, 77030
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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 →Employment History
Current Registrations
Live Oak Wealth Advisory Group, LLC
Previous Registrations
Novodyn Advisors LLC
State Registrations1 state
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