Vivian Chen is a CFA-designated registered investment advisor at Marram Investment Management, LLC, based in Vancouver, WA, with 14 years of industry experience. Vivian 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 67 clients with $48M 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 | 1.00% |
Marram Investment Management charges an annual management fee of 2% for non-qualified clients and 1% for qualified clients. Performance-based incentive allocations of 20% may also apply to qualified clients.
Fee Estimator
Location
1220 Main Street, Suite 400, Vancouver, WA, 98660
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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
Marram Investment Management, LLC
Previous Registrations
Marram Investment Management, LLC
State Registrations2 states
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Exams
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