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 charges an annual investment advisory fee based on a percentage of the market value of assets managed, ranging between negotiable and 1.75%. Financial planning and consulting services are included for investment advisory clients. Stand-alone financial planning fees range from $1,250 to $5,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis. A minimum of $1,000,000 of assets under management is required for our services, but this may be negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh 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
October 2010 - Present · 15 yrs 3 mos
Previous Registrations
Whitetip Capital LLC
November 2017 - July 2022 · 4 yrs 8 mos
RBC Capital Markets Corporation
January 2008 - October 2010 · 2 yrs 9 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.