Jack Liu is a registered investment advisor at Options Best Financial, based in Gardnerville, NV, with 18 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Qualified clients also pay a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Gardnerville, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Options Best Financial
Previous Registrations
Gps Capital Management, LLC
Charles Schwab & CO., INC.
State Registrations1 state
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