How does the advisor help clients – Key Takeaways:
Key Takeaways: The financial experts at LIVELIHOOD LLC offer a range of services and guidance tailored to each client’s unique financial situation. They pride themselves on providing personalized advice and strategies to help individuals and businesses achieve their financial goals.
Facts and Insights
LIVELIHOOD LLC, founded in 2005, is a financial services firm dedicated to helping individuals, families, and businesses navigate the complex world of finance. With a team of experienced advisors, LIVELIHOOD LLC offers a wealth of knowledge and insights to assist clients in making informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 15 | 15 years |
LIVELIHOOD LLC currently manages $250 million in assets and has 15 dedicated advisors on their team. With 15 years in business, their track record speaks to their expertise and success in the financial services industry.
Financial Services Offered
- Wealth management
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance and risk management
- Education planning
LIVELIHOOD LLC offers a comprehensive range of financial services to help clients at every stage of their financial journey. From building wealth to planning for retirement and everything in between, their team of experts can provide tailored solutions to meet each client’s unique needs and goals.
Client Types
The financial experts at LIVELIHOOD LLC work with a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
- Trusts and estates
This diverse group of clients reflects the firm’s commitment to serving a wide range of financial needs and providing personalized solutions for each client’s specific situation.
Fees & Compensation
LIVELIHOOD LLC operates on a fee-based model, meaning they are compensated based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and that they prioritize making sound financial decisions to help their clients grow their wealth.
Background
The team at LIVELIHOOD LLC has a vast array of experience and expertise in the financial services industry. They are committed to constantly expanding their knowledge and staying on top of industry trends to provide the best possible advice and strategies for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LIVELIHOOD LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They also adhere to all applicable codes of ethics, rules, and regulations set forth by the Securities and Exchange Commission (SEC).
In addition to this, the firm is required to disclose any potential conflicts of interest or disciplinary actions on their registered investment advisor and individual advisor forms. This information can be found on the SEC’s website or by requesting a copy directly from the firm.
Overall, the financial experts at LIVELIHOOD LLC are dedicated to providing top-notch financial advice and services to help clients achieve their financial goals. With a track record of success and a commitment to transparency and ethical practices, they are a trusted partner for anyone seeking expert guidance in their financial journey.