Lu Zhou is a registered investment advisor at Vanquour LLC, based in New York, NY, with 4 years of industry experience. Lu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 27 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vanquour's investment management fee is based on the value of your investments and is charged quarterly, in advance. The fee can be up to 1.50% per year, depending on the complexity of your situation and the amount you invest. Fees may be negotiable. If Vanquour recommends using independent investment managers, you'll pay their fees in addition to Vanquour's, potentially exceeding 2.00% annually. Vanquour does not receive additional compensation from the independent managers.
Location
3 World Trade Center, 38th Floor, 175 Greenwich Street, New York, NY, 10007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lu is the 100% owner, President, and Chief Compliance Officer of Vanquour, LLC, a registered investment advisory firm, since November 2021. Lu dedicates a full-time workload to overseeing a book of clients and managing financial advisors, with a few hours per week during trading hours.
Employment History
Current Registrations
Vanquour LLC
State Registrations1 state
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