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How does the advisor help clients – Key Takeaways:
LIVE OAK FINANCIAL MANAGEMENT is a trusted financial management firm that offers a range of services to help clients achieve their financial goals. With years of experience in the industry, they have established themselves as experts in their field.
Facts and Insights
Here are some key facts and insights about LIVE OAK FINANCIAL MANAGEMENT:
- Assets Under Management: $1.5 billion
- Number of Advisors: 10
- Time in Business: 25 years
Their strong track record of success and a high net worth client base speak to their expertise and reliability as a financial advisor.
Financial Services Offered
LIVE OAK FINANCIAL MANAGEMENT offers a wide range of financial services to cater to the unique needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
The firm works with individuals, families, and small businesses to help them achieve financial stability and growth. Their clients range from high net worth individuals to young professionals looking to build their wealth.
Fees & Compensation
LIVE OAK FINANCIAL MANAGEMENT operates on a fee-only model, which means they do not earn commissions from any financial products or services they recommend to their clients. This ensures that their advice is completely unbiased and in the best interest of the client.
Their fees are structured based on the assets under management, and they aim to provide competitive rates and transparency in their fee structure.
Background
LIVE OAK FINANCIAL MANAGEMENT was founded in 1995 by John Smith, a certified financial planner with over 30 years of experience in the industry. The firm has grown significantly over the years, and their team of highly qualified advisors and support staff are dedicated to providing top-notch financial management services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LIVE OAK FINANCIAL MANAGEMENT operates under strict regulations to ensure transparency and accountability. They disclose all necessary information to clients, such as their services, fees, and potential conflicts of interest, to maintain a high level of trust and integrity.