LIVE OAK PRIVATE WEALTH, LLC
Wilmington, North Carolina
Live Oak Private Wealth, LLC is a prominent local investment advisory firm headquartered in Wilmington, NC. With two strategically located offices, Live Oak Private Wealth, LLC boasts a team of 13 highly skilled professionals dedicated to delivering exceptional investment advisory services. On average, each advisor manages approximately $63,850,000 in assets under management, aligning with the industry standard.
The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet diverse client needs. While the management of 401K ...
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Assets Under Mgmt
$830.02M
Investment Professionals
13
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Articles
Articles
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