Live Oak Advisors, LLC is a registered investment advisor that provides investment management services to individuals and small companies. Live Oak strives to achieve market rate returns or better with less volatility than the market by applying Modern Portfolio Theory. They tailor their services to the needs of the client by reviewing various financial planning topics. Clients may impose restrictions on investments in specific securities or types of securities.
Assets Under Management$5.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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