BC
BC
Brian Chow
2 Years of Experience
Santa Monica, CA
1 Disclosure
Brian Chow is a registered investment advisor at New Dimensions Investment Company, based in Santa Monica, CA, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$14.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Santa Monica, CA
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2003Final
Employment History
Current Registrations
New Dimensions Investment Company
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.