Andrew Lieu is a CFP-designated registered investment advisor at Roundview Capital, LLC, based in Princeton, NJ, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 537 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Roundview Capital charges an annual investment advisory fee based on the value of your portfolio. The fee can be up to 1.50% of the total assets they manage. The exact fee depends on factors like the amount you invest, the complexity of your situation, and the scope of financial consulting services you need. Fees are billed semi-annually.
Location
182 Nassau Street, Suite 201, Princeton, NJ, 08542-7000
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Roundview Capital, LLC
State Registrations1 state
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