Matthew Lau
Matthew Lau is a CFP-designated registered investment advisor at Robertson Stephens, based in Burlingame, CA, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
1359 Bayshore Hwy, Suite 210, 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
Matthew is a licensed insurance agent and a volunteer presenter for Financial Aptitude Training, a non-profit financial literacy program, dedicating minimal time. He also works as an IAR for Robertson Stephens Wealth Management, spending full-time hours during trading hours.
Employment History
Current Registrations
Robertson Stephens
Fortune Financial Services, INC.Broker
Previous Registrations
Lfs Wealth Advisors
State Registrations1 state
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