Live Oak Wealth Advisory Group (operating as Jobes Solo Investment Group) manages investment portfolios and provides personalized financial planning and consulting for individuals, high net worth individuals, trusts, and estates. The firm offers discretionary and non-discretionary investment management, utilizing adaptive asset management strategies based on quantitative algorithms to focus on downside risk protection, capital preservation, and growth. Services include retirement planning, tax planning strategies, estate planning, and insurance analysis. The firm generally requires a minimum of $5,000,000 in assets under management to open an account, though this may be negotiable, and maintains a minimum annual fee of $500.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable between negotiable and 1.75%. Certain legacy clients may be subject to a 1.00% fee schedule. A minimum annual fee of $500 applies.