Edward Lu
Edward Lu is a registered investment advisor at Blackfield Capital Management LLC, based in Rockville, MD, with 4 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 31 clients with $55M 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 $3.0M | 2.00% |
| $3M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
1451 Rockville Pike, Ste 250, Rockville, MD, 20852
Get directionsHistory
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 ActivitiesSells Insurance
Edward is a licensed insurance agent since June 2024, offering insurance products to clients. He dedicates minimal time to this activity.
Employment History
Current Registrations
Blackfield Capital Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO., IncorporatedBroker
H.J. Meyers & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.