Ronald Chan is a CFA-designated registered investment advisor at Lakeside Financial INC., based in Kirkland, WA, with 13 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 34 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lakeside Financial's investment management fee ranges from 0.50% to 2.00% of your portfolio per year. The fee is calculated and charged either at the end of each quarter or in advance, based on the value of your portfolio. The specific fee is determined based on your individual circumstances and needs.
Location
Kirkland, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald provides management consulting services through Lakeside Financial, advising companies on strategy and financial planning. About half of Ronald's time is spent consulting with Top-Line Furniture, analyzing their financial statements and providing recommendations.
Employment History
Current Registrations
Lakeside Financial INC.
Previous Registrations
Pekin Singer Strauss Asset Management INC.
State Registrations2 states
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