Fei Chiang
Fei Chiang is a registered investment advisor at LPL Financial LLC, based in Castro Valley, CA, with 28 years of industry experience. Fei is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
25138 Century Oaks Circle, Castro Valley, CA, 94552
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
June 2002Other Business Activities
Fei is involved in real estate rental activities through FC Burnside Condos, FC Ash Apts LLC (50% ownership), and Henchi Properties LLC. These activities require minimal time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Wm Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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
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