Live Oak Wealth Advisory Group, LLC
Assets Under Management
$143.0M
Number of Clients
114
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$35.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LOWAG provides discretionary and non-discretionary investment advisory services, and financial planning and consulting services. They ascertain client investment objectives and allocate assets accordingly, providing ongoing supervision. Financial planning covers estate, tax, and insurance planning. They may recommend other professionals for implementation.
Fee Structure
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
Location
3730 Kirby Drive, Suite 1200, Houston, TX, 77030