Livet Wealth provides wealth management services, including financial planning and portfolio management, tailored to individual client needs. They offer three service levels: Foundational, Comprehensive, and Flagship, each with varying minimum asset requirements and service offerings. Financial planning covers cash flow, debt management, risk management, retirement, education, estate, and tax planning. Portfolio management is offered on a discretionary or non-discretionary basis.
Assets Under Management$320M
Clients129
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Sub-advisor fees may add 0.15% to 0.55% depending on the strategy. Some clients may be charged a flat fee not exceeding 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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