Michael Wu is a CFA-designated registered investment advisor at Trailhead Pacific, LLC, based in Berkeley, CA, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $100M 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 | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable. A performance-based fee of 10% of net returns above a 10% annual rate of return may also be charged to qualified clients.
Fee Estimator
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trailhead Pacific, LLC
Previous Registrations
Fcm Investments
State Registrations1 state
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