Kathleen Chou is a registered investment advisor at Lifeworks Advisors, LLC, based in Brea, CA, with 1 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
Location
135 S State College Blvd, #200, Brea, CA, 92821
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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 ActivitiesSells Insurance
Kathleen is a licensed insurance agent, spending minimal time on insurance sales and implementation of insurance recommendations. She is also the Operations Director at Bright Advisers, LLC, which is a DBA name for activities through Lifeworks Advisors, LLC.
Employment History
Current Registrations
Lifeworks Advisors, LLC
State Registrations1 state
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