Fai Liao
Fai Liao is a CFP-designated registered investment advisor at Raymond Liao Investment Advisor, based in Arcadia, CA, with 4 years of industry experience. Fai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable based on account size and related accounts.
Fee Estimator
Location
440 East Huntington Dr, Suite 300, Arcadia, CA, 91006
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
Fai is the sole shareholder of Raymond Liao & Company, APC, providing tax and accounting services, taking about half of their time. Fai is also self-employed as a life & health insurance agent, real estate agent, and mortgage agent, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond Liao Investment Advisor
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.