Youxi Liu is a CFP, PFS-designated registered investment advisor at Upstart Wealth Management, LLC, based in East Haddam, CT, with 5 years of industry experience. Youxi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 91 clients with $390M 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 $750K | 0.00% |
| $750K - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
Asset-based fees are blended and paid quarterly in arrears. Fees are negotiable. Clients also pay a separate minimum annual fee for planning and tax services ($7,600 for accounts under $2.5M, $4,000 for accounts of $2.5M or more).
Fee Estimator
Location
East Haddam, CT
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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 Activities
Youxi is a consultant for Paradigm Wealth, Inc. (Trayecto), providing expertise on their financial planning software and personal finance education for a few hours per week.
Employment History
Current Registrations
Upstart Wealth Management, LLC
State Registrations2 states
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Exams
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