Bryan Chew
Bryan Chew is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Elk Grove, CA, with 36 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
2234 Longport Court, Suite 110, Elk Grove, CA, 95758
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Bryan is an insurance agent selling fixed insurance products through Paragon Financial Services. He also owns Bryan Chew and Associates, a private entity created for payroll tax purposes, and subleases office space to a real estate company.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Calvert Securities CorporationBroker
State Registrations15 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.
Exams
More Advisors
- Marites Avila, CFPCommonwealth Financial Network
- Danielle Miura, CFPSpark Financials LLC
- Cynthia Mills, ChFCState Farm Investment Management CORP.
- Javier Cardenas, CFP
- Wade Lokka, CFP
- Emily Hicks, CFPPrincipal Securities, INC.