Anthony Chen is a registered investment advisor at Center Pillar Wealth Management LLC, based in Newark, CA, with 14 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 120 clients with $46M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fees are negotiable and range from 0% to 1.25% annually. At no time will client fees charged by Center Pillar Wealth Management and third-party money managers exceed 3% of assets under management per year.
Fee Estimator
Location
3900 Newark Mall Road,, 3rd Floor, Newark, CA, 94560
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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 Activities
Anthony works part-time at United Airlines, answering questions and handling service irregularities. This takes about half of his time.
Employment History
Current Registrations
Center Pillar Wealth Management LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
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.