Anita Chan is a registered investment advisor at Garhwal, Chan & Williams INC., based in San Francisco, CA, with 22 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $130M 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 | 0.50% |
Fees may be negotiable based on the amount of managed assets.
Fee Estimator
Location
2 Embarcadero Center, Suite 2310, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anita is a co-founder and partner of Garhwal, Chan & Williams (GC&W), a CPA firm offering business management, accounting, estate planning, and tax preparation services, taking about half of Anita's time. She is also a co-founder and partner of Garhwal, Chan & Williams Family Office, but spends minimal time on this activity.
Employment History
Current Registrations
Garhwal, Chan & Williams INC.
State Registrations1 state
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