LIVELIHOOD LLC

Overview

Livelihood LLC is a small, owner-operated limited liability company focused on financial planning and client education rather than traditional asset-gathering. The firm bills using hourly, fixed-fee and other non-AUM fee approaches, and runs educational seminars and workshops as part of its client-facing activity. It is not positioned as a capital allocator or a multi-state advisory platform, and it does not identify as an active ESG investor. Investment activity centers on directing clients into third-party managers and pooled products rather than operating proprietary strategies. The firm’s stated allocations emphasize mutual funds for core exposure and third-party alternative managers in real estate and managed futures. Given the fee model and the lack of reported discretionary client assets, the advisory work appears oriented toward planning engagements and implementing model allocations through external funds.

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Investments & Alternatives

Location & Offices