Live Oak Wealth Management (LOWM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. LOWM also provides estate planning services, which include reviewing wills, trusts, and corporate entities, and financial planning services, which include investment, retirement, tax, insurance, college, and debt/credit planning. LOWM also offers educational seminars and workshops.
Assets Under Management$57M
Clients450
Advisors3
Avg. per Client$130K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.85% |
| $750K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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