Youxi Liu is a CFP, PFS-designated registered investment advisor at Upstart Wealth Management, LLC, based in New York, NY, with 4 years of industry experience. Youxi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 91 clients with $390M 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 $750K | Included |
| $750K - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
The minimum annual fee is $7,600 for clients with less than $2.5 million under management and $4,000 for clients with $2.5 million or more under management. These minimum annual fees cover financial planning and tax preparation/filing services. Certain clients have been grandfathered into legacy fee schedules. Fees are negotiable.
Fee Estimator
Location
New York, NY
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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.
Learn about disclosures →Other Business Activities
Youxi is a consultant for Paradigm Wealth, Inc. (Trayecto), providing expertise on their financial planning software and personal finance education for a few hours per week.
Employment History
Current Registrations
Upstart Wealth Management, LLC
State Registrations2 states
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