David Ow is a registered investment advisor at Chequers Financial Management LLC, based in Irvine, CA, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 256 clients with $1.3B 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 | 1.50% |
Annual management fee varies but will not exceed 1.50%. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
18881 Von Karman Ave, Suite 920, Irvine, CA, 92602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Chequers Financial Management LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
The Ayco Company,l.p.
State Registrations1 state
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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