Huey Luu
Huey Luu is a CFP-designated registered investment advisor at Westlake Wealth Management LLC, based in Seattle, WA, with 26 years of industry experience. Huey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $77M 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 $1.2M | 1.75% |
| $1.3M - $2.2M | 1.50% |
| $2.3M - $3.2M | 1.35% |
| $3.3M - $4.5M | 1.20% |
| $4.5M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Seattle, WA
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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
Huey owns a single-family real estate property in Seattle since 2015. Huey is also an independent insurance agent.
Employment History
Current Registrations
Westlake Wealth Management LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Pimco Funds Distributors LLCBroker
State Registrations2 states
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