Teapot Investments LLC is an investment advisory firm founded and managed by Wenjia (Lucy) Liu, a Chartered Financial Analyst. The firm serves institutional investors, registered investment advisors, family offices, and individual clients. Services include customized institutional consulting, discretionary portfolio management with personalized asset allocation, and financial planning covering retirement and tax considerations. Discretionary portfolios are managed without taking custody of client funds, using independent third-party custodians. Additionally, the firm operates a separate financial software platform offering self-directed planning tools and resources for individual investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. The firm generally requires a minimum account size of $1,000,000, but may accept accounts below this minimum at its discretion.