Livian & Co. provides investment consulting and discretionary portfolio management services to high-net-worth individuals. They manage advisory accounts based on client objectives, investing in mutual funds, ETFs, ETNs, debt securities, and common and preferred shares. They also offer consulting services on asset allocation and investment portfolio structuring. Livian & Co. requires a minimum of $1,000,000 of assets under management for their services, but this may be negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Fees are for High Income, Defensive, Balanced and Aggressive Portfolios. Conservative Fixed Income accounts smaller than $2.5MM are charged 0.5%, with any additional amounts equal to or larger than $2.5MM charged 0.3%. Equity Opportunities are charged 1.5%. Fees may be negotiable.