BC
CFA
BC
CFA

Bin Chen

3 Years of Experience
Natick, MA

Bin Chen is a CFA-designated registered investment advisor at Hightower Advisors, LLC, based in Natick, MA, with 3 years of industry experience. Bin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1045 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

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

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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 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 · 3 yrs 2 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.
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