Christine Vu
Christine Vu is a registered investment advisor at Live Oak Investment Partners, based in Austin, TX, with 12 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 326 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Live Oak Investment Partners manages investment portfolios for a fee based on a percentage of the assets they manage. The specific fee is negotiable and will be outlined in your agreement. This fee does not include custodial and transaction costs charged by your custodian or broker. Standard financial planning services are usually included in the portfolio management fees.
Location
3103 Bee Cave Road, Suite 104, Austin, TX, 78746-5523
Get directionsHistory
Regulatory History (1)
Financial
April 2016Other Business ActivitiesSells Insurance
Christine owns rental properties and is a partner in BERC LLC, a real estate development company. She also operates Live Oak Investment Partners as a DBA/RIA, managing client portfolios and relationships full-time, and spends minimal time selling and servicing non-securities insurance products and fixed annuities.
Employment History
Current Registrations
Live Oak Investment Partners
Previous Registrations
Cantella & CO., INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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.