Live Oak Financial Management offers investment management services. The firm analyzes a client's financial situation and risk tolerance to customize investment recommendations. Live Oak Financial Management primarily seeks to provide portfolio management services on a discretionary basis, but will also offer non-discretionary management services whereby clients can choose to enter their own transactions. The firm primarily invests in exchange-listed stocks, mutual funds, index funds, exchange-traded funds (ETFs), options, and bonds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K+ | 0.50% |
Discounts are offered to select friends, employees and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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