Jade Chien is a registered investment advisor at Zuckerman Capital Management, LLC, based in Los Angeles, CA, with 8 years of industry experience. Jade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 136 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.75% to 1.50% depending on account size and services required. Fees may be negotiable at the discretion of the Chief Compliance Officer.
Fee Estimator
Location
2029 Century Park East, Suite 400, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Zuckerman Capital Management, LLC
State Registrations1 state
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