Livingston & Associates, Ltd.

Overview

Livingston & Associates, Ltd. operates as an independent registered investment advisor (RIA) and primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it does serve as an insurance broker. The firm employs a diverse fee structure that includes a percentage of assets under management (AUM), hourly charges, fixed fees, and commissions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices