Li Lu is a registered investment advisor at Inceptionr LLC, based in Lafayette, CA, with 4 years of industry experience. Li operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
INCEPTIONR LLC provides investment management services to pooled investment vehicles and charges an annual fee of up to 2.00% of the value of your portfolio, along with a performance fee based on capital appreciation of up to 20.00%. However, all fees are negotiated with the specific fund client.
Location
Lafayette, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Inceptionr LLC
State Registrations1 state
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