Jun Chen
Jun Chen is a registered investment advisor at Fidare Wealth Solutions LLC, based in New York, NY, with 10 years of industry experience. Jun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 26 clients with $14M 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
136 Madison Avenue, 6th Floor, New York, NY, 10016
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2024Other Business ActivitiesSells Insurance
Jun works as an insurance agent in New York, selling various insurance products since 2024. This activity takes about a quarter of his time and is investment-related.
Employment History
Current Registrations
Fidare Wealth Solutions LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Grow Today LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
Park Avenue Securities LLCBroker
Avatar Securities, LLCBroker
T3 Trading Group, LLCBroker
Wts Proprietary Trading Group LLCBroker
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.