Firm Information

Tony Lu
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15836 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15836 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$10
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fees are subject to change and may be negotiable in rare circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:Up to $20,000

The program charges an annual Gross Advisory Fee, which includes program services, brokerage, clearing, and custody services. This fee is reduced by a Credit Amount, which addresses conflicts of interest by reducing advisory fees by the amount of compensation Strategic Advisers or its affiliates retain from investments. Additional fees may apply for SMA Sleeves with Unaffiliated Model Providers. Standalone financial planning is available for qualifying clients, with a maximum annual fee of $20,000. Fees are subject to change and may be negotiable in rare circumstances.

Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information

Office location

Cherry Hill, NJ

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Tony Lu
TL
Contact
Tony Lu
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 10 mos
Fidelity Brokerage Services LLC
October 2008 - Present · 17 yrs 3 mos
Fidelity Brokerage Services LLCBroker
October 2008 - Present · 17 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
April 2009 - July 2018 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - August 2008 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2006 - August 2008 · 1 yr 10 mos
Ameriprise Financial Services, INC. Broker
January 2005 - September 2006 · 1 yr 8 mos
Ameriprise Financial Services, INC.
January 2005 - September 2006 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMONCNDNHNJNMNVNYOHOKORPAPRSCTNTXVAVTVirgin IslandsWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tony Lu
TL
Contact
Tony Lu