Living Earth Investments builds personalized investment portfolios for individuals, trusts, foundations, and businesses, focusing on sustainable and socially responsible investing. The firm evaluates all securities for environmental, social, and ethical impact alongside traditional financial measures like price-to-earnings ratios and dividend yields. Living Earth Investments operates with the authority to make trades on behalf of clients without asking first, tailoring every portfolio to match each investor's personal values and financial needs. The firm does not sell financial products or receive commissions, relying instead on a straightforward fee based on the value of the portfolio managed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees can be up to 1.50% of assets managed annually, billed quarterly at up to 0.375%.