Chiangtim Chen is a registered investment advisor at Zihuitrading LLC, based in Staten Island, NY, with 3 years of industry experience. Chiangtim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $460K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 4.00% |
| $50K - $150K | 3.00% |
| $150K - $250K | 2.50% |
| $250K+ | 2.00% |
Fees are subject to negotiation at the sole discretion of ZiHui Trading LLC.
Fee Estimator
Location
Staten Island, NY
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
Zihuitrading LLC
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.