Tai Chu is a CFP-designated registered investment advisor at Beaird Harris, based in Dallas, TX, with 20 years of industry experience. Tai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 800 clients with $2.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
800 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$2.3B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Firm charges a minimum annual fee of $10,000, which can be reduced to $5,000 for young professionals at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX, 75244
Get directionsHistory
Regulatory History (1)
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Criminal
November 1998Final Disposition
Employment History
Current Registrations
Beaird Harris
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - April 2023 · 4 yrs 9 mos
Strategic Advisers LLC
November 2010 - July 2018 · 7 yrs 8 mos
Fidelity Brokerage Services LLCBroker
March 2006 - April 2023 · 17 yrs 1 mo
State Registrations1 state
TX
Advisor
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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