Michael Liu is a registered investment advisor at Capuchin Capital, based in Pennington, NJ. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $3.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MJL Manager LLC charges a performance-based fee, which is a percentage of the increase in your account's net assets. This fee is generally 25% of the increase, adjusted for contributions and withdrawals. The specific billing frequency (annual or quarterly) and the performance fee rate are negotiable and may vary from client to client. MJL Manager LLC will not earn a performance fee if your account has cumulative losses.
Location
Pennington, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capuchin Capital
State Registrations1 state
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