Patrick Chu is a CFP-designated registered investment advisor at Marrick Wealth, based in Irvine, CA, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 85 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Contact
Patrick Chu
Location
2211 Michelson Drive, Suite 545, Irvine, CA, 92612
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Marrick Wealth
Previous Registrations
Mullintbg Advisors
The Ayco Company,l.p.
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
Additional Information
Patrick is a co-founder of marrick wealth and is responsible for establishing and managing relationships with high net worth individuals. He began his career at The Ayco Company, L.P., a Goldman Sachs Company, counseling high net worth individuals in the areas of income tax, investments, and retirement planning. Most recently, he worked at MullinTBG Advisors as a VP of Wealth Management. Patrick has also worked at Macias, Gini & O’Connell LLP and PricewaterhouseCoopers LLP, advising clients on complex tax issues.