Le Liu is a CFA-designated registered investment advisor at Atomic Invest LLC, based in New York, NY, with 1 years of industry experience. Le operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,181 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment advisory or custody fee (Wrap Fee) is up to 1.00% per annum based on the aggregate net asset value in the client’s account. Advisory and custody fees are not the same for all clients and may vary depending on factors like account size, services provided, and the business partner or program through which a client enrolls.
Fee Estimator
Location
107 Greenwich St, 21st Floor, New York, NY, 10006
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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
Atomic Invest LLC
State Registrations2 states
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