Live Oak Private Wealth (LOPW) provides financial planning, consulting, and investment management services. LOPW manages investment portfolios using mutual funds, exchange-traded funds (ETFs), private and alternative investments, individual debt and equity securities, options, and independent investment managers. LOPW also offers retirement plan consulting services to qualified employee benefit plans. LOPW is owned by Live Oak Banking Company.
Assets Under Management$1.3B
Clients494
Advisors9
Avg. per Client$2.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,875
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
LOPW may negotiate a different fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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