Tim Chen
Tim Chen is a registered investment advisor at Anchor Wealth Management, LLC, based in Irvine, CA, with 22 years of industry experience. Tim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 105 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anchor Wealth Management charges a fee based on the value of your investments, not to exceed 1.23% annually. This fee is calculated quarterly, in advance, based on the value of your account on the last day of the previous quarter. The fee is negotiable. You'll also pay transaction fees charged by your chosen custodian for trades, as well as other fees related to your investments.
Location
9891 Irvine Center Drive, Suite 170, Irvine, CA, 92618-4319
Get directionsHistory
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
Tim works as an insurance agent, dedicating a variable amount of time to this activity.
Employment History
Current Registrations
Anchor Wealth Management, LLC
Previous Registrations
M. S. Howells & CO.Broker
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.