Xinang Chen is a CFA-designated registered investment advisor at Onedigital, based in Brooklyn, NY, with 19 years of industry experience. Xinang is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
Brooklyn, NY
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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
Onedigital
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
T3 Trading Group, LLCBroker
Wts Proprietary Trading Group LLCBroker
T3 Trading Group, LLCBroker
Wts Proprietary Trading Group LLCBroker
Dimension Trading Group, LLCBroker
Dimension Brokerage, LLCBroker
Assent LLCBroker
Assent LLCBroker
Schonfeld Securities, LLCBroker
Andover Brokerage, L.L.C.Broker
Worldco, L.L.C.Broker
State Registrations2 states
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
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