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How does the advisor help clients – Key Takeaways:
LIVIAN & CO. is one of the leading financial advisory firms in the industry, providing expert guidance and support to clients in managing their finances. Founded in 1999, the firm has over two decades of experience and has significantly grown in both assets under management and the number of advisors.
Facts and Insights
LIVIAN & CO. has over $10 billion in assets under management and current has a staff of 250 advisors. The firm focuses on providing comprehensive financial planning services, including retirement planning, investment management, and wealth management. Their team of experienced advisors are well-equipped and knowledgeable in a range of financial areas, and they use their expertise to tailor solutions that meet the unique needs of each client.
The firm is dedicated to staying ahead of the ever-changing market trends and regulations, and they continuously invest in newer, more advanced tools and technologies to enhance their services. This allows them to provide clients with the most up-to-date and accurate financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $10 billion | 250 |
Financial Services Offered
LIVIAN & CO. offers a range of financial services, including:
- Retirement planning
- Investment management
- Wealth management
- Estate planning
- Tax planning
Client Types
The firm serves a diverse clientele, including:
- Individuals
- Families
- Small business owners
- Couples
- Corporate executives
Fees & Compensation
LIVIAN & CO. values transparency and fairness when it comes to fees and compensation. Their fees are based on a percentage of assets under management, and they do not receive any compensation from third-party providers. This ensures that their advice is always unbiased and in the best interest of their clients.
Background
LIVIAN & CO. was founded by John Livian, who has over 30 years of experience in the financial industry. He has built a team of advisors who share his goals and values, and they work together to provide clients with exceptional service and support.
Financial Advisor Disclosures to Know
LIVIAN & CO. takes compliance and ethical standards seriously. They have a strict code of conduct that all advisors must adhere to, and they regularly review and update their procedures to ensure they are in line with industry standards and regulations. The firm has a clean record and has no disciplinary actions or disclosures to report.