John Liu is a CFA-designated registered investment advisor at Laurelhurst Asset Management LLC, based in Portland, OR, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 28 clients with $120M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
In certain circumstances, Laurelhurst may negotiate fees at a lower rate.
Fee Estimator
Location
1001 SE Water Ave., Suite 217, Portland, OR, 97214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Laurelhurst Asset Management LLC
State Registrations2 states
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