Raymond Liao Investment Advisor (RLIA) offers customized investment advice and portfolio management to help clients reach their financial goals. RLIA's approach includes strategy and asset allocation. RLIA also provides financial planning covering investments, retirement, insurance, taxes, and estate planning. RLIA may refer clients to other specialists like CPAs or attorneys. RLIA tailors services to each client's needs, considering their risk tolerance and financial situation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable based on account size and related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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