Cheung Chan is a registered investment advisor at Chemistry Wealth Management LLC, based in New York, NY, with 16 years of industry experience. Cheung 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 558 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chemistry Wealth charges a percentage of your portfolio's value each month, ranging from 0.85% to 2.00% per year. The exact rate depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them. The fees include normal securities transaction costs.
Location
111 Broadway, Room 602, New York, NY, 10006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheung owns single-family real estate in Philadelphia and multi-family real estate in Brooklyn. He is also the treasurer/member of 3818 Management LLC, a real estate development/management company, dedicating minimal time to this role.
Employment History
Current Registrations
Chemistry Wealth Management LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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