Zhiqi Liu is a registered investment advisor at American Fundstars, based in Irvine, CA, with 6 years of industry experience. Zhiqi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 463 clients with $330M 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 $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
The annual advisory fees are negotiable. Fixed income portfolio fees are lower.
Fee Estimator
Location
1 Park Plaza, Suite 210, Irvine, CA, 92614
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 →Other Business ActivitiesSells Insurance
Zhiqi is an insurance agent for American Fundstars Insurance Agency since February 2022, focusing on administration and compliance. This activity requires minimal time commitment.
Employment History
Current Registrations
American FundstarsBroker
American Fundstars
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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