Live Oak Wealth Advisory Group, LLC

Live Oak Wealth Advisory Group, LLC d/b/a Jobes Solo Investment Group is a registered investment adviser established in 2010 by Jonathan Solo. The firm offers investment advisory services to individuals, high net worth individuals, trusts, and estates. Clients can engage LOWAG for discretionary and/or non-discretionary investment advisory services based on a fee structure ranging from 1.25% to 1.75% of assets under management. Additionally, financial planning and consulting services are available on a separate fee basis. LOWAG may recommend Charles Schwab & Co., Inc. Advisor Services and/or Interactive Brokers LLC as broker-dealers/custodians. The firm utilizes various methods of security analysis and investment strategies, including long-term purchases, short-term purchases, and trading. LOWAG may also enter into performance fee arrangements with qualified clients. The firm does not participate in a wrap fee program and does not vote client proxies. Clients are encouraged to review financial planning issues annually and are provided with regular account statements. LOWAG does not have any disciplinary history and maintains a Code of Ethics. The firm does not receive compensation from investment advisors it recommends and does not solicit fees in advance exceeding $1200 per client. Financial information indicates the firm's financial stability.