James Chen is a registered investment advisor at Solid Street Capital Management, based in Pine Brook, NJ, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For clients with net worth exceeding $1.5 million, a performance fee of 20% of net capital gains is charged in lieu of the management fee.
Fee Estimator
Location
Pine Brook, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Solid Street Capital Management
State Registrations1 state
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