DC
DC

Dah-Chin Chi

24 Years of Experience
Round Rock, TX
Sells Insurance

Dah-Chin Chi is a registered investment advisor at Tnt Asset Management, LLC, based in Round Rock, TX, with 24 years of industry experience. Dah-Chin 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, Investment Management, and 1 more. Their firm serves 190 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
190 clients
Average Client Portfolio
$765K average
Assets Under Management
$145.3M

Fee Structure

TNT Asset Management charges up to 1% of your portfolio per year, billed quarterly or monthly. This fee is negotiable. If you participate in SEI's Managed Accounts Program, you'll also pay separate fees to SEI.

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Location

105 E. Main Street, Round Rock, TX, 78664

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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 ActivitiesSells Insurance

Dah-Chin is an independent insurance agent since 2006, selling fixed insurance products full-time. Dah-Chin is also the President/Owner of Celerity Advisors, LLC, which involves the sale of insurance products.

Employment History
Current Registrations
Tnt Asset Management, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Voya Financial Advisors, INC.
October 2007 - September 2017 · 9 yrs 11 mos
Voya Financial Advisors, INC.Broker
April 2004 - September 2017 · 13 yrs 5 mos
MML Investors Services, INC.Broker
October 2003 - February 2004 · 4 mos
New England SecuritiesBroker
July 2001 - October 2003 · 2 yrs 3 mos
State Registrations1 state
TX
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.