Brian Chew is a registered investment advisor at Sun Group Wealth Partners LLC, based in Irvine, CA, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 353 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sun Group Wealth Partners offers investment advice through LPL Financial's advisory programs. The fees for these programs are:
- Manager Access Select: Up to 3.00% of your portfolio per year
- Model Wealth Portfolios: Up to 2.65% of your portfolio per year
- Guided Wealth Portfolios: Up to 1.35% of your portfolio per year
These fees are paid quarterly in advance. The firm also offers pension consulting services for ongoing monitoring and management, charging up to 1.00% of assets under management.
Location
15615 Alton Parkway, Suite 450, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sun Group Wealth Partners LLC
State Registrations1 state
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