Live Oak Family Offices LLC
Live Oak Family Offices LLC (CRD# 141570) is a financial advisory firm headquartered in , . They manage $72,604,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management73MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$1,423,608
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Harry Platt (CRD# 1008415) is an Investment Advisor Representative working at Live Oak Family Offices LLC in Jacksonville, FL and has 1 year of experience in the finance industry.