BC
BC

Bryan Chin

29 Years of Experience
Laguna Nigeul, CA
Sells Insurance

Bryan Chin is a registered investment advisor at Bk Chin, based in Laguna Nigeul, CA, with 29 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2K

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K3.00%
$500K+2.50%

Management fee may be scaled based on client loyalty.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Laguna Nigeul, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bryan is an independent contractor salesperson with Chunha Insurance Agency, recommending and selling non-investment-related insurance products to clients other than his own. This takes a few hours per week during securities trading hours and about a quarter of his time overall.

Employment History
Current Registrations
Bk Chin
March 1997 - Present · 29 yrs 2 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.