Shengde Liu is a CFA-designated registered investment advisor at Access Wealth Group, LLC, based in Powell, OH, with 15 years of industry experience. Shengde operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 219 clients with $20M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.45% |
The annual fees are negotiable and are paid on a monthly basis. The majority of clients, we negotiate between a 1.0% and a 0.50% annual fee despite the fee schedule listed above.
Fee Estimator
Location
Powell, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Shengde is the founder of Aurimax Holdings, LLC, established in 2023, which provides investment-related research for Access Wealth Group, LLC. Shengde is responsible for the firm's investment strategies and their implementation.
Employment History
Current Registrations
Access Wealth Group, LLC
Previous Registrations
Hamilton Capital
Nationwide Investment Advisors, LLC
Garlikov Advisors INC
Merrill Lynch Pierce Fenner & Smith INC.
Advest, INC.
State Registrations1 state
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