Advisor at Vesta Investment Advisors, LLC
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Firm
Vesta Investment Advisors, LLC
Location
Brookline, MA
Credentials
Series 65
Industry experience
8 years
Bing Lu is a financial advisor at Vesta Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Vesta Investment Advisors since 2017, following two years at Vesta Investment, Inc. Located in Brookline, MA, he is the sole advisor at his independent firm. Vesta Investment Advisors provides discretionary portfolio management to individual investors, pooled investment vehicles, and corporate clients. The firm manages private funds and emphasizes a long-term, multi-analytical investment approach that integrates charting, cyclical, fundamental, quantitative, and technical analysis with risk-based asset allocation and security selection.
$100,000+: 2.00% $100,000 - $999,999: 2.00% AUM + 20% performance fee $1,000,000 - $1,999,999: 2.00% AUM + 10% performance fee $2,000,000 - $10,000,000: 2.00% AUM + 5% performance fee $100,000 (Vii ETF Growth Fund Class C) - $999,999: 2% management fee + 20% performance fee $1,000,000 (Vii ETF Growth Fund Class B) - $1,999,999: 2% management fee + 10% performance fee $2,000,000 (Vii ETF Growth Fund Class A) - $10,000,000: 2% management fee + 5% performance fee No minimum (Vesta Strategic RE Fund Class B)+: 1.5% management fee + 20% performance fee No minimum (Vesta Strategic RE Fund Class A)+: 3% management fee + 0% performance fee
20% performance fee for qualified clients; 0% for accredited clients; various performance fees depending on fund class and asset level
Account minimum: $100,000 Fee-only: 2.00% annually plus applicable performance fees depending on client qualification and fund class
Brookline, MA
Maryland · Massachusetts
Vesta Investment Advisors, LLC
2017 - Present (9 years)
Vesta Investment, Inc.
2015 - 2017 (2 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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