Wenhai Tu is a registered investment advisor at Fortunenavi Capital INC., based in Potomac, MD, with 6 years of industry experience. Wenhai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees, account minimums, and their applications to family circumstances may be negotiable. Advisory fees may be waived for employee-related accounts, family members, and certain other accounts, at the firm's discretion.
Fee Estimator
Location
9224 Cherbourg Dr., Potomac, MD, 20854
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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
Fortunenavi Capital INC.
State Registrations1 state
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