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Robert Fred Lau

SUMMIT WEALTH ADVISORS, INC.·FRISCO, Colorado
Clean recordSUMMIT WEALTH ADVISORS, INC.
610 MAIN STREET, SUITE 15, FRISCO, CO 80443CRD# 1048404Firm CRD# 288746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Fred Lau · FRISCO, CO
Registration
CRD #1048404 · SUMMIT WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Fred Lau is a registered financial advisor based in FRISCO, Colorado, affiliated with SUMMIT WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT WEALTH ADVISORS, INC.
SUMMIT WEALTH ADVISORS, INC.
AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUMMIT WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1048404
Firm CRD# 288746
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Fred Lau offer?
Robert Fred Lau specializes in Financial Planning, Investment Management. Contact their office in FRISCO, Colorado for a consultation.
What are Robert Fred Lau's credentials?
Robert Fred Lau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Fred Lau located?
Robert Fred Lau is based in FRISCO, Colorado, working with SUMMIT WEALTH ADVISORS, INC.. Their office serves clients in the FRISCO metropolitan area and surrounding communities.
How does Robert Fred Lau charge for services?
Robert Fred Lau's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT WEALTH ADVISORS, INC.?
SUMMIT WEALTH ADVISORS, INC. has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT WEALTH ADVISORS, INC.

Emily Ann Messegee
FRISCO, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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