Alexander Lau
Alexander Lau is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393
Get directionsHistory
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
Alexander is a financial services representative at Chinen & Arinaga Financial Group, offering investments, fixed, and health insurance products, dedicating nearly full-time hours to this role. He also works as an accountant for Hope Chapel West Oahu for about 10-20% of the time and is a NBS Certified Educator, presenting financial education presentations for minimal time each month.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Symetra Investment Services, INC.Broker
State Registrations7 states
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