Chris Chen is a registered investment advisor at Strategic Advisers LLC, based in Centennial, CO, with 12 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Centennial, CO
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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
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Etech Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Nexa SecuritiesBroker
Nexa SecuritiesBroker
White Pacific Securities, INC.Broker
Providential Securities, INC.Broker
Providential Securities, INC.Broker
Thomas F. White & CO., IncorporatedBroker
Waterhouse Securities, INC.Broker
Kennedy, Cabot & CO.Broker
E-W Investments, INC.Broker
State Registrations52 states
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