Lively Financial LLC provides ongoing portfolio management based on individual client goals and risk tolerance. Services include evaluating current investments and securing client permission before making trades. Financial planning, including investment, insurance, tax, retirement, education, and debt planning, is included with portfolio management at no extra cost. Standalone financial planning is also available. Lively Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, options trading, venture capital funds and private placements.
Assets Under Management$170K
Clients5
Advisors1
Avg. per Client$35K
Avg. per Advisor$170K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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