Live Oak Investment Partners

Live Oak Investment Partners, LLC is a registered investment adviser based in Austin, Texas, established in March 2019. The firm offers a range of advisory services, including portfolio management, financial planning, asset allocation, financial consulting, and pension consulting. They provide discretionary portfolio management services, allowing them to make investment decisions without client approval. Clients can also opt for non-discretionary arrangements, where they retain decision-making authority. The firm does not impose a minimum portfolio size or initial investment requirement. Fees for portfolio management services are based on a percentage of assets under management, with a maximum fee of 1.50%. Financial planning services are included in portfolio management fees, but standalone financial planning incurs an hourly rate of up to $600. Asset allocation and financial consulting services have fixed annual fees. Live Oak Investment Partners utilizes fundamental analysis, modern portfolio theory, long-term and short-term purchases, margin transactions, option writing, and other strategies in their investment approach. Clients receive regular account reviews and statements from the custodian. The firm does not receive compensation for client referrals and does not have custody of client assets. Clients grant discretionary authority for investment management, and the firm does not vote client securities unless required by law. Live Oak Investment Partners has no disciplinary disclosures and provides no financial information disclosures.