Jonathan Solo is a registered investment advisor at Live Oak Wealth Advisory Group, LLC, based in Houston, TX, with 18 years of industry experience. Jonathan 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.
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 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
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
Whitetip Capital LLC
RBC Capital Markets Corporation
State Registrations2 states
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.
Exams
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