Grace
Lau
Benefit Financial Services Group
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About this Advisor
Grace Lau is a chartered financial analyst who works in Phoenix, Arizona with 6 years of industry experience. Lau is an employee of Benefit Financial Services Group. Their career trajectory has included roles at Benefit Financial Services Group and Pacwest Financial Management, Inc. Lau holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Arizona. Benefit Financial Services Group is a registered investment company based out of Irvine, CA. The investment advisory business has a total of 32 financial advisors. It oversees $977 million in total assets across its 1,978 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 1,978 customer accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services are provided. Fee types charged by Benefit Financial Services Group can be comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benefit Financial Services Group Brokerage Details
$976,966,481
32
1,978
$493,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Grace Lau Work History
Grace has been registered as a financial advisor for 6 years.*
Benefit Financial Services Group
Pacwest Financial Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Grace Lau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benefit Financial Services Group
Irvine, CA
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Phoenix, AZ
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Phoenix, AZ
Irvine, CA
Reno, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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