Eddie Chan
Eddie Chan is a registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 31 years of industry experience. Eddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2019Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Eddie is affiliated with Perennial Investment Advisors, LLC as a registered investment advisor. He also operates under the DBAs Perennial Financial & Insurance Services and Perennial Legacy Insurance Solutions, selling non-variable insurance products, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Tri-Merica Securities CorporationBroker
Gerwick Financial Services INC.Broker
Quest Capital Strategies, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations19 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.