Assets Under Management
$143.0M
Number of Clients
114
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$35.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Live Oak Wealth Advisory Group provides investment advisory services on a discretionary or non-discretionary fee basis, along with financial planning and consulting services. They allocate assets based on client objectives and provide ongoing supervision. They may recommend other professionals for implementation purposes.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable and may vary based on several factors.
3730 Kirby Drive, Suite 1200, Houston, TX, 77030