Edmond Chen is a CFA-designated registered investment advisor at Talanton Capital Management, LLC, based in San Mateo, CA, with 6 years of industry experience. Edmond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $27M 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% |
Clients can choose between a traditional asset-based fee of 1.50% or one of three performance-based fee options. Performance fees are charged in accordance with CCR Section 260.234.
Fee Estimator
Location
San Mateo, CA
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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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Edmond works as an independent consultant for non-public small businesses since 2019, dedicating about 10-20% of his time. The work is business strategy-related and not investment-related.
Employment History
Current Registrations
Talanton Capital Management, LLC
State Registrations1 state
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