LiveLife Capital provides investment advisory services to individuals, high net worth individuals, trusts, estates, and retirement plans. Services include investment management, financial planning, and retirement plan advisory services. LiveLife Capital creates customized investment solutions based on client goals, risk tolerance, and financial situation, primarily using low-cost, diversified mutual funds and ETFs. They may also use alternative investments, individual stocks, bonds, or options contracts. They also offer family office advisory services.
Fee Structure
LiveLife Capital offers investment management services on a wrap fee basis. The annual fee ranges from 0.25% to 1.50% of your portfolio's value. The exact fee depends on factors like the complexity of your account, the amount you invest, and the specific representative assigned to your account. This fee covers investment advice, trade execution, custody, reporting, and account maintenance. Clients may also pay fees charged by independent managers and/or separately managed accounts. Clients continue to pay certain custodial and administrative fees.