Hui-Chin Chen is a CFP-designated registered investment advisor at Jade & Cowry LLC, based in Taipei, with 12 years of industry experience. Hui-Chin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Federal Employees, and 4 more. Their firm serves 42 clients with $48M in assets under management.
Compensation
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Fee Structure
Investment advisory services and portfolio management are included as part of Jade & Cowry's ongoing financial planning program. They do not charge separately for investment management. For clients in Washington state only, the fee is 1.25% of the value of your portfolio.
Contact
Hui-Chin Chen
Location
Taipei
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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.
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Hui-chin is the founder of The CIGA Network, LLC, a professional membership network for independent advisors. She spends minimal time running the network as the sole owner, managing contractors and member resources.
Employment History
Current Registrations
Jade & Cowry LLC
State Registrations7 states
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
Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living.