Luis Whu is a registered investment advisor at Lulla Wealth Financial, based in Vero Beach, FL, with 16 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 75 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lulla Wealth Financial provides non-discretionary investment management services for a fee based on a percentage of the value of your portfolio. The maximum annual fee is 1.50%. Lulla Wealth Financial also offers advisory management services through the selection and monitoring of third-party money managers. The annual fee for this service typically ranges up to 1.5%, in addition to the platform fees charged by the independent advisor, which can range from 0.20% to 1.0%.
Location
4731 Highway A1A, Suite 227, Vero Beach, FL, 32963-5401
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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
Luis owns and maintains rental property in Georgia, collecting rent, which takes minimal time. He is also an insurance agent since 2005, offering various insurance products including accident & health, disability, annuities, health savings accounts, and life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Lulla Wealth Financial
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Bankers Life Securities, INC.Broker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations1 state
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.