JR

John Michael Robertson

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
114 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$143.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,250 - $5,000
Hourly Rate:$125 - $250/hr

LOWAG's annual investment advisory fee is based on a percentage of the market value of assets managed, ranging from negotiable to 1.75%. Financial planning and consulting services are included with investment advisory services, but extraordinary planning may incur additional charges. Stand-alone financial planning fees range from $1,250 to $5,000 on a fixed fee basis, or $125 to $250 per hour. A minimum of $1,000,000 of assets under management is required for our services, but this may be negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

3730 Kirby Drive, Suite 1200, Houston, TX, 77030

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Live Oak Wealth Advisory Group, LLC
June 2013 - Present · 12 yrs 7 mos
Previous Registrations
Novodyn Advisors LLC
March 2012 - April 2013 · 1 yr 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.