Kana Liu is a registered investment advisor at Sky Vision Wealth Management CORP., based in Irvine, CA, with 4 years of industry experience. Kana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 77 clients with $110M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $50.0M | 0.80% |
| $50M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
780 Roosevelt Unit 211, Irvine, CA, 92620
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sky Vision Wealth Management CORP.
State Registrations2 states
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