Joanne Chien is a CFA-designated registered investment advisor at Kinvest Capital Management, INC., based in Millburn, NJ, with 7 years of industry experience. Joanne 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are generally negotiable. Qualified clients may alternatively choose a performance-based fee structure of 2.00% annually plus a 20.00% performance fee on capital appreciation.
Fee Estimator
Location
Millburn, NJ
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Kinvest Capital Management, INC.
State Registrations2 states
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
More Advisors
- John Lyons, CFPCharles Schwab & CO., INC.
- Sean Carson, CFPCharles Schwab & CO., INC.
- Azis Fejzullaj, CFPCharles Schwab & CO., INC.
- Nicholas Lardieri, CFPCharles Schwab & CO., INC.
- Gabriel Berkowitz, CFPStrategic Advisers LLC
- Ping Yin, CFPYin Financial Planning