Wu Wealth Advisory offers customized financial planning covering cash flow, risk management, employee benefits, retirement, education, tax, estate, and divorce planning. They also provide investment consultation and business consultation. For ongoing support, they offer a Comprehensive Personal Advisory Service. Portfolio management services consider your risk profile and goals, typically using exchange-traded funds (ETFs). Wu Wealth Advisory may recommend a sub-advisor to manage your portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or those accounts within the same household. When clients engage a sub-advisor that is an affiliate of our custodian to manage their portfolio, the client’s account is assessed an annualized asset-based fee of no more than 0.25% by the sub-advisor (that is not incorporated into our fee schedule) and the sub-advisor’s affiliated custodian waives its trading fees.