Stephanie Chow is a registered investment advisor at Harold Davidson & Associates, INC, based in Los Angeles, CA, with 1 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 249 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harold Davidson & Associates offers comprehensive portfolio management where they manage your investments and provide financial planning. The maximum annual fee for managing your investments is 2.00%. This fee is calculated based on the value of your account and billed quarterly in advance. The fee is negotiable.
Location
1801 Century Park East, #2150, Los Angeles, CA, 90067
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 →Employment History
Current Registrations
Harold Davidson & Associates, INC
Previous Registrations
Seia
Signature Estate Securities, LLCBroker
State Registrations1 state
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.