BC
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Brandon Chu

2 Years of Experience
Keller, TX

Brandon Chu is a registered investment advisor at Manteio Capital LLC, based in Keller, TX, with 2 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
10 clients
Average Client Portfolio
$36.0M average
Assets Under Management
$359.9M

Fee Structure

Investment management only (planning not offered)

Manteio Capital manages investments for pooled investment vehicles, not individual investors. The firm charges management fees based on the fund's assets or an investor's capital account, with annualized rates generally between 1% and 2%. Manteio may also receive an incentive allocation based on the fund's income and gains. The fees and expenses are detailed in each fund's governing documents.

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Location

1710 Keller Parkway, Keller, TX, 76248

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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.

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Other Business Activities

Brandon owns Proechelon Group LLC, which provides general consulting services to small businesses regarding business development and marketing. He dedicates minimal time to this activity, focusing on it opportunistically and outside of securities trading hours.

Employment History
Current Registrations
Manteio Capital LLC
May 2023 - Present · 3 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Brandon Chu - Financial Advisor | TrueAdvisor