A Registered Investment Advisor
Living Earth Investments is a Registered Investment Advisor headquartered in Portland, Oregon. Form ADV Part 2 available upon request. For more information, please contact us.
2307 NE 132nd Ave
Portland, OR 97230
(503) 807 - 2062
How much do you charge?
0.40% - 1.00% of assets under management. For example, an account with a $100,000 balance and a 0.50% annual fee will be charged approximately $500 per year.
Are you paid on commission?
No. There is no incentive for frequent or excessive trading.
What services do you offer?
Investment management - selecting stocks, bonds, and other securities to reach financial goals with responsible investments
Planning and Analysis - retirement and other financial modelling. Solutions are based on individual circumstances and preferences
Is there a minimum investment?
No. The third party custodian that holds securities and funds will charge an annual fee on accounts with balances less than $10,000.
How long have you been doing this?
Living Earth Investments began operations in 2008. I have worked in finance since 1997.
Why work with you?
More questions? Please reach out or use the contact form.