Lively Financial LLC
Assets Under Management
$173K
Number of Clients
5
Number of Advisors
1
Avg. Portfolio per Client
$35K
Avg. Managed per Advisor
$173K
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Lively Financial provides ongoing portfolio management based on your individual goals and risk tolerance. They create an Investment Policy Statement outlining your situation. Financial planning, including investment, insurance, tax, retirement, education, and debt planning, is included with portfolio management at no extra cost. Lively Financial also offers standalone financial planning services. They generally limit their investment advice to mutual funds, ETFs, and other securities.
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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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEducation PlanningInsurance Planning
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Location
KY, United States
