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Alexander Lau

Planmember Securities Corporation
20 Years of Experience
Mililani, HI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Lau is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 20 years of industry experience. Alexander 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 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
447 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander is a financial services representative at Chinen & Arinaga Financial Group, offering investments, fixed, and health insurance products, dedicating nearly full-time hours to this role. He also works as an accountant for Hope Chapel West Oahu for about 10-20% of the time and is a NBS Certified Educator, presenting financial education presentations for minimal time each month.

Employment History
Current Registrations
Planmember Securities Corporation
May 2012 - Present · 14 yrs 5 mos
Planmember Securities CorporationBroker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Symetra Investment Services, INC.Broker
February 2006 - June 2011 · 5 yrs 4 mos
State Registrations8 states
AZCACOHINCUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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