Samson Chan
Samson Chan is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in San Ramon, CA, with 28 years of industry experience. Samson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
2633 Camino Ramon, Suite 452, San Ramon, CA, 94583
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Samson is involved in several business activities, including serving on the board of directors for a private school, working as a real estate agent, managing rental properties, and acting as an advisor with Brooker Wealth Management. He also owns Peak360 Wealth Management and offers fixed insurance products, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Brooker Wealth Management
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, 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.
Exams
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