Stacey Liu is a CFP, ChFC-designated registered investment advisor at Treehouse Wealth Advisors, based in Walnut Creek, CA, with 12 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 273 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Treehouse Wealth Advisors' annual fee for managing your investments is a percentage of the assets in your account, ranging from 0.25% to 1.50%. The specific rate is negotiated with each client. The fee is billed quarterly in advance, based on the account balance at the end of the previous quarter. The advisory fee is negotiable depending on your circumstances. Family members' account values may be combined to determine the fee.
Location
1600 S Main St., Suite 195, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Treehouse Wealth Advisors
Previous Registrations
San Francisco Sentry Investment Group
S F Sentry Securities, INC.Broker
State Registrations2 states
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