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. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
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 Registrations14 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.