Lively Financial offers ongoing portfolio management tailored to each client's individual goals, time horizon, and risk tolerance. Portfolio management includes creating a personalized investment policy, asset allocation, asset selection, and regular monitoring. Financial planning services cover areas such as retirement, taxes, insurance, education, and debt management. Financial planning is included at no additional cost for clients who use portfolio management services, and standalone financial planning is also available. Lively Financial works with individuals, high-net-worth individuals, charitable organizations, and business entities. The firm does not have an account minimum.
Assets Under Management$1.4M
Clients8
Advisors1
Avg. per Client$180K
Avg. per Advisor$1.4M
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 generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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