Live Your Vision, LLC is a large advisory firm based in West Conshohocken. It manages $315.05 million of regulatory assets for 446 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Delaware, Florida, Maryland, and 4 other states.
Live Your Vision provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Live Your Vision, LLC is $315.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Live Your Vision, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Live Your Vision is high net worth individuals with 106 clients and $192.83 million of assets under management. Among the 7 most similar advisory firms, Live Your Vision has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $315.05 million for 446 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Live Your Vision doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Lawrence Riley has served as the Chief Investment Officer since 1 Nov 2012. Shannon G. Breuer joined the executive team most recently as the Chief Compliance Officer.
The principal office where Live Your Vision, LLC performs its advisory services is located at Five Tower Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-234-2100 or by fax 610-234-2099. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at livemore.net.