Jay Chen is a CFA-designated registered investment advisor at Clovelly Wealth, based in Wayne, PA, with 3 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clovelly Wealth's annual portfolio management fees range from 0.50% to 1.25% of the value of your investments. These fees are paid monthly in advance. The final fee schedule is negotiable. You can terminate the agreement with 30 days' written notice.
Location
175 Strafford Ave, Suite One #218, Wayne, PA, 19087
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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.
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Jay is a board member, advisor, and angel investor.
Employment History
Current Registrations
Clovelly Wealth
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.