Brian Chew is a registered investment advisor at LPL Financial LLC, based in Fairhope, AL, with 21 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
18300 Scenic Highway 98 Suite B-5, Fairhope, AL, 36532
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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
Brian is involved with Chew Financial Group, spending about 10-20% of his time on non-variable insurance and most of his time as a DBA for his LPL business. He also provides investment advisory services to Great Valley Advisor Group, Inc., dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Sammons Securities Company, LLCBroker
Park Avenue Securities LLCBroker
Signator Investors, INC.Broker
State Registrations13 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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