Danova Chow
Danova Chow is a registered investment advisor at Osaic Institutions, INC., based in Brea, CA, with 35 years of industry experience. Danova operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
135 S State College Blvd. Suite 200, Brea, CA, 92821
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Regulatory History (1)
Customer Dispute
June 2003Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wescom Financial Services, LLC
Wescom Financial Services, LLC
Wescom Financial ServicesBroker
Cuso Financial Services, L.P.Broker
Linsco/private Ledger CORP.Broker
Bisys Brokerage Services, INC.Broker
Laughlin Group Advisors, INC.Broker
Marketing One Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations12 states
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.