Kevin Chen is a registered investment advisor at Horizon Financial Advisors LLC, based in New York, NY, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is an adjunct assistant professor at New York University since 2012 and involved with the Global Commodity Applied Research Digest since 2015. He also serves on the board of directors for Infint Acquisition Corporation and Capitan Investment Ltd., and is the Chairman & CEO of Edoc Acquisition Corporation, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Horizon Financial Advisors LLC
Acm Macro LLC
State Registrations1 state
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