Chiao Chan is a registered investment advisor at Openarc Corporate Advisory, LLC, based in Atlanta, GA, with 18 years of industry experience. Chiao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 431 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OpenArc Corporate Advisory's wealth management fees are capped at 1.75% annually, billed quarterly in advance. The fee is based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals over $100,000. Fees are negotiable and may be reduced by combining family member accounts. The firm may use Pontera to manage held away accounts, charging the same wealth management fee. The firm also uses Dynasty's TAMP services, and clients will be charged separate Third-Party Manager fees.
Location
3550 Peachtree Road Ne, Floor 7, Atlanta, GA, 30326
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Chiao works as a driver for Uber and a contractor for Door Dash in San Francisco. Driving for Uber takes about 10-20% of Chiao's time outside of business hours, while working for Door Dash takes minimal time.
Employment History
Current Registrations
Openarc Corporate Advisory, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Cambridge Investment Research, INC.Broker
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Fidelity Brokerage Services LLCBroker
E*trade Securities LLCBroker
Wachovia Securities, LLCBroker
State Registrations1 state
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.