Live Oak Investment Partners offers ongoing investment advice tailored to individual client goals. Services include portfolio management, financial planning, asset allocation, and financial consulting. For portfolio management, clients can choose discretionary or non-discretionary arrangements. Financial planning covers areas like estate planning, risk management, retirement, and education funding. Pension consulting services are also available for employee benefit plans.
Fee Structure
Live Oak Investment Partners manages investment portfolios for a fee based on a percentage of the assets they manage. The specific fee is negotiable and will be outlined in your agreement. This fee does not include custodial and transaction costs charged by your custodian or broker. Standard financial planning services are usually included in the portfolio management fees.