Jun Chea is a CFP-designated registered investment advisor at Rainier Family Wealth, INC., based in Tacoma, WA, with 3 years of industry experience. Jun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 113 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. For accounts held away at other institutions that RFW monitors and provides recommendations for, the fee is 0.50%.
Fee Estimator
Location
1102 Broadway Suite 312, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rainier Family Wealth, INC.
Previous Registrations
Financial Insights
State Registrations2 states
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