Otto Chu is a registered investment advisor at Chu Financial Management Corporation, based in Pittsburgh, PA, with 21 years of industry experience. Otto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $48M 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 | 1.00% |
Fee Estimator
Location
Pittsburgh, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Otto is the chairman of Chu Investment Counsel, Inc., a non-investment related business providing legal and business advice. He spends about a quarter of his time on this activity, reduced from about half his time previously.
Employment History
Current Registrations
Chu Financial Management Corporation
State Registrations1 state
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