How does the advisor help clients – Key Takeaways:
LIVIAN & CO. is a highly reputable financial firm that is committed to providing expert financial advice to its clients. As a leading financial expert, LIVIAN & CO. has extensive experience in helping clients achieve their financial goals and secure their financial future.
The key takeaways from LIVIAN & CO. are:
- Expert financial advice
- Commitment to client success
- Extensive experience in the industry
- Comprehensive financial services
- Wide range of client types served
- Fair and transparent fees
- Highly qualified and experienced advisors
- Commitment to client satisfaction
Facts and Insights
LIVIAN & CO. was founded in 2005 and has been committed to providing expert financial advice to its clients for over 15 years. The firm is headquartered in New York City and has a team of highly qualified and experienced financial advisors.
LIVIAN & CO. has built a strong reputation in the financial industry and has received numerous awards and accolades for its exceptional services. The firm is dedicated to staying up-to-date with the latest market trends and insights in order to provide clients with the best possible financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2.5 billion |
|---|---|
| Number of Advisors: | 25+ |
| Time in Business: | Over 15 years |
Financial Services Offered
LIVIAN & CO. offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Business planning
Client Types
LIVIAN & CO. serves a wide range of client types, including:
- Individuals
- Families
- Small business owners
- Executives
- Trusts
- Foundations
Fees & Compensation
LIVIAN & CO. operates on a fee-based compensation model, which means that advisors are compensated based on a percentage of the assets they manage for clients. The firm is committed to transparency and ensures that clients are aware of all fees and expenses associated with their accounts.
The firm also offers financial planning services for a flat fee, which is based on the complexity of the client’s financial situation and the scope of services needed.
Background
The team at LIVIAN & CO. is made up of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals. The firm’s advisors have diverse backgrounds in finance, accounting, and tax planning, and continuously strive to stay updated on the latest industry trends and regulations.
Financial Advisor Disclosures to Know
LIVIAN & CO. is a registered investment advisor and is bound by the fiduciary standard, which requires the firm to always act in the best interests of its clients. As such, the firm discloses all potential conflicts of interest and any fees or compensation received from third-party providers.
The firm’s advisors also hold all required licenses and designations, ensuring that they are qualified to provide expert financial advice to clients.