Jason Liu is a registered investment advisor at Mtc Wealth Management, based in Battle Ground, WA, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $330M 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 $250K | 0.25% |
| $250K+ | 0.20% |
This fee does not include additional fees that are charged by the platform provider to the platform participant for their services. The fee is considered non-negotiable.
Fee Estimator
Location
Battle Ground, WA
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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
Mtc Wealth Management
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Painewebber IncorporatedBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.