Abigail Chao
Abigail Chao is a registered investment advisor at Tru Independence Asset Management 2, LLC, based in Glendora, CA, with 7 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 205 clients with $93M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are assessed monthly in advance. The firm notes a minimum annual fee of $37,500, which may be waived or discounted at the firm's discretion.
Fee Estimator
Location
Glendora, CA
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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
Abigail owns a condo unit in Manila, Philippines since 2017. She also works for TELUS International and drives for Uber, dedicating about 10-20% of her time to TELUS and minimal time to Uber.
Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.
Exams
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