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Christian Chinea

5 Years of Experience
Guaynabo, PR

Christian Chinea is a registered investment advisor at Chinea Wealth Management LLC, based in Guaynabo, PR, with 5 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1 clients with $240K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$244K average
Assets Under Management
$244K

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $5.0M0.65%
$5M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Metro Office Park 2, Calle 1, Suite 100, Guaynabo, PR, 00968

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christian is in the process of opening a media company (Sazón Económico) for podcasts and educational conferences about financial literacy. He also shares general financial education content on his personal Instagram page, dedicating minimal time to these activities.

Employment History
Current Registrations
Chinea Wealth Management LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2021 - November 2023 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - November 2023 · 3 yrs 10 mos
State Registrations3 states
FLPRTX
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.