user avatar

John Liu

Advisor at Laurelhurst Asset Management LLC

Updated today
Laurelhurst Asset Management LLC logo

Firm

Laurelhurst Asset Management LLC

Location

Portland, OR 97214

Credentials

CFA®

Industry experience

4 years

Client services

Based on Laurelhurst Asset Management LLC

Portfolio management

Expertise

Based on Laurelhurst Asset Management LLC

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on Laurelhurst Asset Management LLC

Founder/Business Owner Retired

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%

Other

Account minimum: $1,000,000 Fee-only: Annual fees based on tiered percentage of assets under management as above.

Location

1001 Se Water Ave., Suite 217

Portland, OR 97214

Most active in

Oregon · Washington

Work history

Laurelhurst Asset Management, LLC

2020 - Present (6 years)

US Bank

2016 - 2020 (4 years)

Montibus Capital

2006 - 2016 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy W

CFP®, Series 65

Lake Oswego, OR

Davidson & Watson Financial

General retirement planning Income planning Wealth management Founder/Business Owner
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Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Options & derivatives strategies Private / alternative investments Annuities

Corey B

CFP®

Portland, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Todd M

CFA®

Lake Oswego, OR

Boz & Company LLC

Active portfolio management Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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Jantz H

Series 65

Camas, WA

CSLA Financial Inc

Student loan debt College savings (529s, UTMA, etc.) Social Security optimization Cash flow / budgeting
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Joseph E

Series 63, Series 65

Portland, OR

Ravensview Capital Management, LLC

Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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