LIVE OAK PRIVATE WEALTH, LLC - Financial Advisor in North Carolina, Wilmington

Tel: (844) 469-5679 1741 Tiburon Drive Wilmington, North Carolina 28403

About LIVE OAK PRIVATE WEALTH, LLC

LIVE OAK PRIVATE WEALTH, LLC is a Wilmington, North Carolina based financial advisory firm with nearly $1,067,283,022 in assets under management and provides investment advisory services for 1086 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

297904

Firm SEC#:

801-113818

Assets Under Management:

$1,067,283,022

No. of Clients:

1086

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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