Simon Liu is a registered investment advisor at Rvw Wealth LLC, based in Los Angeles, CA, with 19 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,378 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are typically 1.5% of assets under management, but are negotiable and may vary based on circumstances. Subject to a minimum annual fee of $2,500.
Fee Estimator
Location
1880 Century Park East, Ste. 200, Los Angeles, CA, 90067
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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
Rvw Wealth LLC
Previous Registrations
Harold Davidson & Associates INC
Hcr Wealth Advisors
Pacific Financial Strategies, INC
Daat Asset Management
Guggenheim Partners Asset Management, LLC
State Registrations5 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.
Exams
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