Tai Chen
Tai Chen is a registered investment advisor at World Investment Advisors, LLC, based in Warren, NJ, with 40 years of industry experience. Tai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
Warren, NJ
Get directionsHistory
Regulatory History (2)
Regulatory
November 2012Employment Separation After Allegations
June 2012Other Business ActivitiesSells Insurance
Tai works as a broker selling fixed life and fixed annuity products through Cornerstone Producers Group and Transpacific Agency, and group health insurance through Savoy Associates. He also dedicates minimal time to understanding the needs and culture of Asian clients for fixed life and annuity products.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Innovative Market Trends
Eagle Strategies LLC
Nylife Securities LLCBroker
New England Securities CorporationBroker
State Registrations6 states
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.