HC
CFP
HC
CFP

Huaiyu Chen

10 Years of Experience
Hudson, OH

Huaiyu Chen is a CFP-designated registered investment advisor at Mev Value LLC, based in Hudson, OH, with 10 years of industry experience. Huaiyu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 16 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$765K average
Assets Under Management
$12.2M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard annual fee is 1.00% of all assets, and fees are generally negotiable. Qualified clients may choose a 20.00% performance-based fee instead of the standard asset-based fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hudson, OH

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Mev Value LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Mev Value LLC
October 2015 - December 2022 · 7 yrs 2 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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