Adrian Wu is a registered investment advisor at Actitrust Wealth Management LLC, based in Plantation, FL. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
ActiTrust Wealth Management's advisory fees are negotiable up to a maximum of 2.50% of the value of your portfolio. The fee is calculated either using the value of your portfolio on the last business day of the prior billing period or using the average value of the assets for the month prior to the billing period. You can terminate the agreement with 30 days' written notice.
Location
300 S. Pine Island Rd., Suite 305, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Actitrust Wealth Management LLC
State Registrations1 state
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