Lu Yu is a registered investment advisor at Familywealth Asset Management, based in Lake Mary, FL, with 8 years of industry experience. Lu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 421 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Retail clients are charged 1.45% annually. Institutional accounts have a separate tiered schedule starting at 0.80% for accounts between $500,000 and $1,000,000, down to 0.60% for accounts between $5,000,000 and $10,000,000. Fees may be negotiable.
Fee Estimator
Location
255 Primera Blvd, Suite 160, Lake Mary, FL, 32746
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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 Activities
Lu works as a staff accountant for Workplace Solutions LLC in Dallas, TX since 2013. This accounting work is not investment-related and takes about half of Lu's time.
Employment History
Current Registrations
Familywealth Asset Management
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.
Exams
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