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Chadsel Chen

4 Years of Experience
New York, NY

Chadsel Chen is a registered investment advisor at Chadsel LLC, based in New York, NY, with 4 years of industry experience. Chadsel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $3.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$3.3M average
Assets Under Management
$3.3M

Fee Structure

Investment management only (planning not offered)

Chadsel generally receives management and performance fees for its investment advisory services. Management fees are based on the net assets of each fund or managed account, calculated monthly or quarterly. Chadsel is also eligible for a performance fee based on a percentage of the net profits after exceeding a high water mark or after the investor has received 100% of their invested capital plus a hurdle return. The performance fee generally ranges from 10% to 30%.

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Location

142 West 57th Street, 11th Fl, New York, NY, 10019

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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
Chadsel LLC
January 2022 - Present · 4 yrs 4 mos
State Registrations1 state
NY
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.