Andrew Chan is a registered investment advisor at Chartered Wealth Partners, LP, based in Beverly Hills, CA, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
For clients with an AUM over $25 million, CWP will offer a fix fee arrangement for these clients. If a client elects to be charged a fixed fee, the Fee will be negotiated on a client-by-client basis, which will be reassessed annually. The annual fixed fee amount is typically discounted to the Fee Schedule above, however the fixed fee is determined based on the time, effort, scope, and complexity of the services to be performed, as discussed with each client, and is negotiable at our sole discretion.
Fee Estimator
Location
9401 Wilshire Blvd., Suite 500, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chartered Wealth Partners, LP
Previous Registrations
First Foundation Advisors
State Registrations1 state
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