BC
CFA
BC
CFA

Bin Chen

3 Years of Experience
Natick, MA
May Earn Commission

Bin Chen is a CFA-designated registered investment advisor at Hightower Advisors, LLC, based in Natick, MA, with 3 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

Loading...

Location

182 West Central Street, Suite 301, Natick, MA, 01760

Get directions

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.

Learn about disclosures →
Other Business Activities

Bin is a shareholder in Ager Group Inc, a family design firm, since January 2020, dedicating minimal time. Bin is also a shareholder in Pcterracce LLC, a family-owned restaurant, since April 2019, also dedicating minimal time.

Employment History
Current Registrations
Hightower Advisors, LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Boston Hill Advisors, LLC
October 2022 - November 2023 · 1 yr 1 mo
State Registrations1 state
MA
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.