Jayden Liu is a CFP-designated registered investment advisor at B&l Wealth Group, LLC, based in Vienna, VA, with 1 years of industry experience. Jayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $9.3M 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 $1.0M | 0.20% |
| $1.0M - $3.0M | 0.20% |
| $3.0M - $5.0M | 0.20% |
| $5.0M - $8.0M | 0.20% |
| $8.0M - $10.0M | 0.20% |
| $10.0M - $15.0M | 0.20% |
| $15.0M - $20.0M | 0.20% |
| $20.0M - $25.0M | 0.20% |
| $25M+ | 0.20% |
In lieu of the above fee schedule, the Firm charges 0.10% for all-Treasury portfolios. Fees for assets managed in the Firm’s Flagship Strategy accounts are performance-based (20% of quarterly net gains plus a 0.20% management fee). There is also a 0.10% fee for assets under advisement or custody accounts with securities lending needs. The Firm charges a one-time fixed fee for international relationships or international custody accounts between $2,000 and $10,000.
Fee Estimator
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
B&l Wealth Group, LLC
State Registrations1 state
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