Teresa Luca is a ChFC-designated registered investment advisor at Chatterton & Associates, based in Anaheim, CA, with 11 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.3B 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.62% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3061 E. La Palma Ave., Anaheim, CA, 92806
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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 →Other Business Activities
Teresa works as an Executive Assistant at Chatterton & Associates, Inc., a Registered Investment Advisor, since 2012. Her duties are administrative in nature and related to Chatterton's investment advisory business, taking nearly full-time hours.
Employment History
Current Registrations
Chatterton & Associates
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
State Registrations1 state
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