Lupu Financial Services offers investment management and financial planning services. Investment management involves creating a portfolio based on your goals, risk tolerance, and time horizon. Financial planning includes evaluating your current and future financial situation, covering topics like retirement, taxes, insurance, and estate planning. Lupu Financial tailors its services to each client's needs and allows clients to place restrictions on investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.