Bing Lu is a registered investment advisor at Vesta Investment Advisors, LLC, based in Brookline, MA, with 8 years of industry experience. Bing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $1.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vesta Investment Advisors charges an annual fee based on the value of your portfolio.
For standard portfolio management, the annual fee is 2.00% of the value of your portfolio.
For qualified clients, Vesta charges 2.00% of the value of your portfolio plus 20% of the capital appreciation. Accredited clients pay 2.00% of assets under management with no performance fee.
These fees are negotiable.
Location
Brookline, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vesta Investment Advisors, LLC
State Registrations2 states
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