Mamie Liu is a CFP-designated registered investment advisor at Advocate Investing Services, based in Woodbine, MD, with 19 years of industry experience. Mamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 225 clients with $190M 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 $50K | 1.40% |
| $50K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
New fee schedule effective October 1, 2024. Existing clients may remain on legacy fee schedules ranging from 0.50% to 2.0%.
Fee Estimator
Location
15949 Frederick Road, Woodbine, MD, 21797
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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 →Other Business Activities
Mamie provides investment advisory services through Advocate Investing Services, an independent investment advisor firm, since 2016. This activity takes nearly full-time hours.
Employment History
Current Registrations
Advocate Investing Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
World Group Securities, INC.Broker
State Registrations6 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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