Albert Lu is a registered investment advisor at Qurium Capital LLC, based in Chino Hills, CA, with 19 years of industry experience. Albert 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 1 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Also charges a performance fee of 20% of net profits, subject to a high watermark. The performance fee is applicable to qualified clients only.
Fee Estimator
Location
14806 Springer Cir, Chino Hills, CA, 91709
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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
Qurium Capital LLC
Previous Registrations
Stoner Creek Capital Partners LLC
State Registrations1 state
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