How does the advisor help clients – Key Takeaways:
LIVELSBERGER FINANCIAL ADVISORY prides itself on being a trusted financial expert that provides personalized solutions to help clients achieve their financial goals. Their team of experienced advisors offer a range of financial services and specialize in serving various client types. With a client-centric approach and transparent fee structure, LIVELSBERGER FINANCIAL ADVISORY is dedicated to helping individuals and businesses reach financial success.
Facts and Insights
Here are some key facts and insights about LIVELSBERGER FINANCIAL ADVISORY:
- Founded in 2005
- Over $600 million in assets under management
- Team of 15 financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $600 million | 15 |
Financial Services Offered
LIVELSBERGER FINANCIAL ADVISORY offers a comprehensive range of financial services that are tailored to the unique needs of each client. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
LIVELSBERGER FINANCIAL ADVISORY serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Non-profit organizations
Fees & Compensation
LIVELSBERGER FINANCIAL ADVISORY has a transparent fee structure that is based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ success. They also offer hourly consulting services for specific financial needs.
Background
LIVELSBERGER FINANCIAL ADVISORY was founded in 2005 by John Livelsberger, a seasoned financial expert with over 25 years of experience in the industry. The firm’s mission is to provide personalized and comprehensive financial solutions that help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, LIVELSBERGER FINANCIAL ADVISORY is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in their clients’ best interests at all times, ensuring transparency and trust in their financial services.