Liv Wealth Management offers financial planning advice on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. The firm also provides ongoing portfolio management services, incorporating institutional investment managers when appropriate. Liv Wealth Management also offers advice and portfolio management to retirement plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable and may be waived or discounted for associates, their family members, and pre-existing relationships. Accounts for the same household are aggregated for the benefit of discounting the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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