Live and Give Financial
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Live and Give Financial LLC offers financial planning and investment management services. Financial planning covers areas like financial goals, cash flow, risk management, tax and estate planning, and retirement. Investment management is tailored to client needs, using stocks, bonds, mutual funds, and ETFs. They may recommend Betterment Advisor Solutions or First Ascent Asset Management.
Fee Structure
Project-based financial planning fees range from $1,000 to $10,000, or $350 hourly. Ongoing financial planning fees range from $300 to $2,500 quarterly. Educational seminars range from $100 to $5,000. For investment management, Betterment charges a fee ranging from 0.12% to 0.25% of account balances, which is separate from the advisor's fees. LGF does not charge a separate or additional fee for investment management services when using First Ascent Asset Management.
Areas of Practice
Location
OH, United States
