Advisor at B&L Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mclean, VA 22102
Credentials
CFP®, Series 66
Industry experience
1 year
Jayden Liu is a CFP® and holds a Series 66 license, with one year of industry experience. He is currently with B&L Wealth Group, LLC and previously worked at Bank of America for nine years. B&L Wealth Group provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities, including a notable international client base. The firm offers tailored asset allocations and a proprietary concentrated equity strategy, combining discretionary portfolio management with stand-alone planning engagements.
Based on B&L Wealth Group, LLC
Based on B&L Wealth Group, LLC
One-time fixed fee for international custody accounts between $2,000 and $10,000
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $8,000,000: 0.75% $8,000,000 - $10,000,000: 0.65% $10,000,000 - $15,000,000: 0.55% $15,000,000 - $20,000,000: 0.50% $20,000,000 - $25,000,000: 0.45% $25,000,000+: 0.40%
20% of quarterly net gains on Flagship Strategy accounts with a high-water mark, charged quarterly in arrears; Flagship Strategy also charges a 0.20% quarterly asset-based management fee
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees range from $5,000 to $15,000, negotiable based on scope and complexity; one-time fixed fee for international accounts between $2,000 and $10,000
1765 Greensboro Station Pl., Tower 1, Ste. 900
Mclean, VA 22102
Virginia
B&L Wealth Group, LLC
2024 - Present (2 years)
Bank of America
2015 - 2024 (9 years)
Self-Employed
2010 - 2018 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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