Minyi Chen is a CFA-designated registered investment advisor at Qubed Capital, LLC, based in Oakland, CA, with 11 years of industry experience. Minyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $11M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
6114 La Salle Ave, Suite 476, Oakland, CA, 94611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Minyi Chen is a consultant of AdvisorShares Investments, LLC, and serves as a portfolio strategist for the AdvisorShares Insiders Advantage ETF. Qubed Capital, LLC always acts in the best interests of its clients.
Employment History
Current Registrations
Qubed Capital, LLC
State Registrations1 state
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