LIV Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,651,710
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$613,248
About
Liv Wealth Management serves a mix of retirement plan sponsors, institutional clients and individual investors, including both non‑high‑net‑worth and high‑net‑worth households, as well as small businesses. The firm provides financial planning, portfolio management, retirement plan advice, and pension consulting tailored to plan governance and fiduciary needs.
Investment implementation is typically a blend of Modern Portfolio Theory, Core+Satellite and passive strategies, and the firm may use institutional sub‑advisers or separately managed accounts to execute client allocations. For plan clients it offers ERISA‑oriented services such as investment policy statement development, benchmarking, vendor RFPs and ongoing due diligence, and it generally manages accounts on a discretionary basis while accommodating client constraints.
Compared with many peers in the investment‑manager category, Liv emphasizes formal pension consulting (including acting in capacities described under ERISA §3(21) or §3(38)) and routinely conducts selection and due diligence of other advisers and sub‑advisers. The firm also offers hourly planning engagements and an annual retainer alongside fixed planning fees, and discloses that the principal holds insurance licenses and operates unrelated community and fitness businesses, which the firm identifies as potential conflicts it will disclose to clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Divorce financial planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees for broad-based financial planning engagements ranging from $2,000 to $7,500; Retainer fee at $3,000 per year ($250 per month)
$0 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.30% annually $1,000,000 - $2,500,000: 1.20% annually $2,500,000 - $5,000,000: 0.75% annually $5,000,000+: 0.60% annually
$300 per hour for limited planning component engagements, billed in 30-minute increments
Account minimum: No minimum account size required to open and maintain an investment account Fee-only: Fixed fees for financial planning from $2,000 to $7,500; Retainer fee of $3,000 per year ($250/month); Hourly fee of $300 per hour billed in 30-minute increments
Main office location
LIV Wealth Management
1850 W. Wayzata Blvd, Suite 240
Long Lake MN 55356, United States
Number of offices
1
Most active in
LIV Wealth Management has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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