Livingston and Associates, Ltd. was founded in 2001. The firm focuses on helping clients reach their financial objectives through wealth management, financial planning, and asset protection. Livingston and Associates develops strategic partnerships with custodians, accountants, and banking support to address the client's total financial picture. The firm employs passive management in managing client portfolios, rebalancing to the initial target allocation.
Fee Structure
Livingston and Associates charges 2.00% annually on the balance of your accounts, or $2000 per quarter, whichever is more. The fee is calculated based on the account balance at the beginning of each quarter. The percentage is negotiable based on portfolio composition and special circumstances. Fees are paid in advance, quarterly, via direct account withdrawal. There is a minimum investment of $1,000,000 to be put on the Charles Schwab and Company, Inc. platform.