Maggie Liu
Maggie Liu is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Menlo Park, CA, with 21 years of industry experience. Maggie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
1550 El Camino Real, Suite 100, Menlo Park, CA, 94025
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Regulatory History (1)
Customer Dispute
March 2021Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Bordeaux Wealth Advisors
Empirical Wealth Management
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Scottrade, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
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.