Chu Financial Management Corporation offers investment management services to individuals, families, trusts, and other entities. Chu Financial works with clients to understand their financial goals and objectives. Client assets are held in separate accounts at third-party brokerage firms. Chu Financial has the authority to buy and sell securities on behalf of clients.
Assets Under Management$48M
Clients43
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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