Zhe Liao is a registered investment advisor at Westlake Wealth Management, LLC, based in Portland, OR, with 18 years of industry experience. Zhe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 59 clients with $13M 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 $5.0M | 1.00% |
| $5.0M - $8.0M | 0.95% |
| $8.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees may be negotiable in certain limited circumstances and may be subject to reduction at Westlake’s discretion. One client pays a flat annual fee of $500 to monitor an account where the client determines the investments.
Fee Estimator
Location
4346 SE Lincoln Street, Portland, OR, 97215
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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
Westlake Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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