Lucy Chou is a registered investment advisor at Luna Partners, based in Miami, FL, with 7 years of industry experience. Lucy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $1M 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 $5.0M | 2.00% |
| $5M+ | 1.00% |
For certain qualified clients, Luna Partners also charges a performance-based fee based on net profits above a 6.00% hurdle rate: - Greater than 6.00% (Less than $5M portfolio) — 15% of profits - Greater than 6.00% (Greater than $5M portfolio) — 10% of profits
Fee Estimator
Location
Miami, FL
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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
Luna Partners
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations4 states
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