Charles Chiu is a registered investment advisor at Golden Lake LLC, based in Parsippany, NJ, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 6 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.50% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Account size and fee schedule may be negotiable under certain circumstances.
Fee Estimator
Location
Parsippany, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Employment History
Current Registrations
Golden Lake LLC
Previous Registrations
Tfs Advisory Services
Tfs Securities, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Capital Markets CORP.Broker
Sunpoint Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J. T. Moran & CO., INC.Broker
Wall Street West, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.