Chia-Ying Lin
Chia-Ying Lin is a registered investment advisor at American Vision Advisors LLC, based in San Gabriel, CA, with 17 years of industry experience. Chia-Ying operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $3.2M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable under certain circumstances. Total fees charged by American Vision Advisors and third-party advisors do not exceed 3% annually.
Fee Estimator
Location
418 East Las Tunas Drive, Unit 3H, San Gabriel, CA, 91776
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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 →Other Business ActivitiesSells Insurance
Chia-Ying is an independent licensed insurance agent and a principal of American Vision Capital, LLC, offering consulting, real estate, and development services. From time to time, Chia-Ying will offer clients advice or products from these activities, which may involve a conflict of interest.
Employment History
Current Registrations
American Vision Advisors LLC
Previous Registrations
Golden Foundation Advisors LLC
Comerica Securities
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment Services
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.