Teresa Chan
Teresa Chan is a CFP-designated registered investment advisor at Goalfocus Financial, LLC, based in Aventura, FL, with 18 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 14 clients with $9.3M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.25% |
Fees are negotiable for assets above $500,000.
Fee Estimator
Location
18117 Biscayne Blvd, Unit 1515, Aventura, FL, 33160
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
Teresa sells fixed insurance products and provides fee-based financial planning and asset management services. These activities take nearly full-time hours during trading hours.
Employment History
Current Registrations
Goalfocus Financial, LLC
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.