Wenjia Liu is a CFA-designated registered investment advisor at Teapot Investments LLC, based in Moraga, CA, with 4 years of industry experience. Wenjia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. The firm generally requires a minimum account size of $1,000,000, but may accept accounts below this minimum at its discretion.
Fee Estimator
Location
Moraga, CA
Get directionsHistory
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
Teapot Investments LLC
Previous Registrations
Ned Davis Research Group
State Registrations1 state
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
More Advisors
- Michael Wilson, ChFCBlueprint Retirement Advisors LLC
- Kevin Chung, CFA, CFPGenerative Family Office LLC
- Marc Larhette, CFPOsaic Wealth, INC.
- Kevin Fung, CFPCitigroup Global Markets INC.
- Timothy Alford, CFPMoney Concepts Advisory Service