Brian Wu is a registered investment advisor at Elemental Capital Partners LLC, based in San Francisco, CA, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elemental Capital Partners charges a management fee based on the value of your portfolio at the end of each calendar quarter. The annual management fee will not exceed 3.0% of the value of your portfolio. The specific fee and payment terms are detailed in your investment management agreement. Fees are paid after the end of each quarter.
Location
San Francisco, CA
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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 →Employment History
Current Registrations
Elemental Capital Partners LLC
Previous Registrations
Octavia Investments LLC
Concert Wealth Management
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.