Christoph Chen
Christoph Chen is a CFP-designated registered investment advisor at Insight Financial Strategists, based in Newton, MA, with 18 years of industry experience. Christoph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 24 clients with $25M 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 - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
In some circumstances the fee charged may be less than above. A minimum household charge of $12,000 per year generally applies. This household charge may be waived or reduced at the discretion of Insight Financial Strategists.
Fee Estimator
Contact
Christoph Chen
Location
29 Crafts Street, Suite 420, Newton, MA, 02458
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
Christoph is an insurance agent offering fixed/indexed annuities, accident & health, disability, and traditional life insurance products through Crump and One Resource Group since 2009. These activities take a few hours per week.
Employment History
Current Registrations
Insight Financial Strategists
Previous Registrations
Insight Financial Strategists
Lincoln Financial Advisors Corporation
Lincoln Financial Securities Corporation
Edward Jones
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.
Exams
Additional Information
Chris Chen CFP® is an experienced fiduciary, fee-only wealth manager providing unbiased financial planning and investment advice. He helps guide executives, physicians, attorneys and retirees with wealth accumulation and preservation, retirement income planning, and family protection strategies.