Live Your Vision, LLC (West Conshohocken)

Name: Live Your Vision, LLC
Address: Five Tower Bridge, West Conshohocken, PA, 19428
Telephone: 610-234-2100

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.

Live Your Vision: assets under management

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 firm manages $315.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $706.38 thousand each.

Live Your Vision has custody of $140.23 million in cash and securities for 261 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is investment and business development companies, which make up 3% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Live Your Vision serves?

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.

Careers at Live Your Vision, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Lester Wiley	Managing member	1 Oct 2009	75% - 100%	1172426
Bernadette Marie Mclaughlinparrish	Chief compliance officer	1 Oct 2009	Other	3132143
Marianne E Scott	Chief compliance officer	1 Jun 2012	Other	1220897
Donald Lawrence Riley	Chief investment officer	1 Nov 2012	Other	2190101
Shannon G. Breuer	Chief compliance officer	1 Jan 2013	Other	6071670

Based in West Conshohocken

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.