Joanne Chien is a CFA-designated registered investment advisor at Kinvest Capital Management, INC., based in Millburn, NJ, with 6 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, Financial Planning & Coaching, High Net Worth, 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 negotiable. For qualified clients, KinVest also offers a performance-based fee structure of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
Millburn, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kinvest Capital Management, INC.
State Registrations1 state
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