Advisor at FamilyWealth Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FamilyWealth Asset Management
Location
Lake Mary, FL 32746
Credentials
Series 65
Industry experience
7 years
Lu Yu is a financial advisor at FamilyWealth Asset Management with seven years of industry experience. He holds a Series 65 designation and has worked at FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc. FamilyWealth Asset Management serves a diverse client base, including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach combining passive, active, and alternative strategies, supported by a proprietary platform that facilitates portfolio management and client services.
Based on FamilyWealth Asset Management
Based on FamilyWealth Asset Management
$0+: 1.45% annually (Retail clients - flat rate) $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.60% annually
FamilyWealth Platform asset-based fees: 0.30% on first $500,000; 0.25% on next $500,000; 0.20% on next $1,000,000; 0.15% on next $1,000,000; 0.10% on next $1,000,000; 0.05% on assets over $4,000,000
Account minimum: $500,000 for institutional accounts; no minimum for retail/individual accounts
255 Primera Blvd, Suite 160
Lake Mary, FL 32746
Texas
Familywealth Asset Management, LLC
2018 - Present (8 years)
Workplace Solutions, Inc.
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
CFP®, Series 66
Winter Park, FL
Venture Wealth Solutions LLC
Series 63, Series 65
Maitland, FL
Inspire Capital Management LLC
Series 63, Series 65, Series 66
Lake Mary, FL
Batman Wealth Management, LLC
Series 65
Lake Mary, FL
Alconbury Trust L.L.C
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