Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
114 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$143.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3730 Kirby Drive, Suite 1200, Houston, TX, 77030

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Live Oak Wealth Advisory Group, LLC
October 2010 - Present · 15 yrs 4 mos
Previous Registrations
Whitetip Capital LLC
November 2017 - July 2022 · 4 yrs 8 mos
RBC Capital Markets Corporation
January 2008 - October 2010 · 2 yrs 9 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.