Roland Chow
Roland Chow is a registered investment advisor at Optura Advisors, INC., based in Burlingame, CA, with 10 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 18 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Express Investment Advisory Service using Betterment charges 0.70% per year.
Fee Estimator
Location
533 Airport Blvd, Suite 400, Burlingame, CA, 94010
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 ActivitiesSells Insurance
Roland is an independent insurance agent with Optura Insurance Solutions, dedicating about a quarter of his time to insurance sales. He also spends about 10-20% of his time consulting for new businesses and doing tax preparation through Optura Ventures, LLC.
Employment History
Current Registrations
Optura Advisors, INC.
Previous Registrations
Alternativ Wealth
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.