Jeremy Le Van Lau

Prudent Investors

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Prudent Investors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

580 clients

Average Client Portfolio

$706K average

Assets Under Management

$409.3M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

22932 El Toro Rd., Lake Forest, CA, 92630

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Jeremy is an instructor for an online Investment Management course at Cal State Fullerton since 2019. He spends minimal time on this activity.

Employment History

Current Registrations

Prudent Investors

June 2017 - Present · 8 yrs 8 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.