Live and Give Financial LLC offers financial planning and investment management services. Financial planning covers areas like financial goals, cash flow, risk management, tax planning, estate planning, retirement planning, investment analysis, college savings, and business planning. Investment management is offered on a discretionary or non-discretionary basis, potentially utilizing third-party investment managers like First Ascent Asset Management or Betterment Advisor Solutions. The firm tailors its services to meet individual client needs and goals.
Fee Structure
Live and Give Financial offers investment management services, potentially through Betterment Advisor Solutions. Betterment charges a fee ranging from 0.12% to 0.25% of account balances. This fee covers advisory services, custody, trade execution, and account reporting. Live and Give Financial does not charge a separate fee for investment management services when using First Ascent Asset Management.
