Fred Liu is a CFA-designated registered investment advisor at Hayden Capital, based in Los Angeles, CA, with 4 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 113 clients with $61M 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 $1.1M | 1.50% |
| $1.1M+ | 0.50% |
Option B (for Qualified Clients with $1.1M+) includes a performance allocation of 15% of net annual profits above a 5% hurdle rate. Fees are negotiable.
Fee Estimator
Location
6565 W Sunset Blvd, Suite 420, Los Angeles, CA, 90028
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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
Hayden Capital
State Registrations4 states
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