Qing Lu is a registered investment advisor at Kavout Algo Financial LLC, based in Seattle, WA, with 6 years of industry experience. Qing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kavout Algo Financial charges an annual fee for managing your investments. The fee is 2.00% of your portfolio for non-qualified clients. For qualified clients, the annual fee is 1.00% plus a performance-based fee. The performance-based fee is either 20% of the total capital appreciation or 30% of the capital appreciation beyond a hurdle of index ETF SPY’s capital appreciation. The total performance-based fee will generally not exceed 20.00% of the capital appreciation attained within the client's account. Fees are negotiable.
Location
999 Third Ave, Suite 3300, Seattle, WA, 98104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Qing is the CEO of Kavout Corporation, a technology company, dedicating about 10-20% of their time. Qing also owns 36% of Finanlytics Inc., but has no duties and spends minimal time on this activity.
Employment History
Current Registrations
Kavout Algo Financial LLC
Previous Registrations
Kavout Asset Management, LLC
State Registrations1 state
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