Fred
Liu
Hayden Capital
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About this Advisor
Fred Liu is a chartered financial analyst based in New York, New York with 2 years of relevant experience. Liu is an advisor for Hayden Capital. Over the course of their career, they have held roles at New Street Research, Jp Morgan and Hayden Capital. Liu has a Series 65 license, designating them as an investment advisor representative, and is able to operate in New York and Texas. Hayden Capital is a company operating out of New York, NY. It handles $25 million in assets across its 141 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 141 accounts, 81% are associated with high-net-worth individuals who have greater than $1 million in assets. The company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Hayden Capital can include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hayden Capital Brokerage Details
$25,080,008
1
141
$177,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Fred Liu Work History
Fred has been registered as a financial advisor for 2 years.*
Hayden Capital
New Street Research
Jp Morgan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fred Liu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hayden Capital
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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