Steven Chau is a CFP-designated registered investment advisor at Know Your Worth Financial, based in Gilbert, AZ, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, LGBTQ+, and 5 more. Their firm serves 4 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.30% |
| $1M+ | 0.25% |
When implementing the use of XYIS as the outside manager, the annual advisory fee is 0.60% on the first $1,000,000 and 0.55% on amounts above $1,000,000. The fees are negotiable at the adviser's discretion. The above fee schedule does include XYIS’s fee.
Fee Estimator
Contact
Steven Chau
Location
Gilbert, AZ
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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 →Employment History
Current Registrations
Know Your Worth Financial
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Bayntree Wealth Advisors, LLC
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 states
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
Additional Information
I started Know Your Worth Financial to help educate and serve young minority professionals in this increasingly complex financial environment. The vision is to help people learn that they don’t need to settle for less; by simplifying personal finance and offering a safe space for people to talk openly about money so they can get the tools necessary for building a stable future.