Kevin Liau is a CFA-designated registered investment advisor at 1932 Investment Management, based in Newark, NJ. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.75% to 1.00% depending on the level of assets and are negotiated on an individual basis.
Fee Estimator
Location
3 Penn Plaza East, Newark, NJ, 07105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
1932 Investment Management
State Registrations1 state
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