Andrew Chou is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Diamond Bar, CA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1930 S Brea Canyon, Suite C120, Diamond Bar, CA, 91765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew owns multiple rental properties, serves as a city councilman, and owns Master & Master LLC, a trading company. He also owns Wealthify Partners, a DBA for financial planning and asset management services conducted through Woodbury Financial, which takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Westmount Asset Management, LLC
Westmount Asset Management INC
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services, LLC
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations4 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.