Chen Li is a CFA-designated registered investment advisor at Goalvest Advisory LLC, based in New York, NY, with 6 years of industry experience. Chen 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. Their firm serves 450 clients with $630M in assets under management.
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 | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Fees are negotiable in some cases. Accounts of family members may be included together for calculation of advisory fee breakpoints, at GVA’s sole discretion.
Fee Estimator
Location
4 World Trade Center, Suite 2908, New York, NY, 10007
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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.
Learn about disclosures →Employment History
Current Registrations
Goalvest Advisory LLC
Previous Registrations
The Ayco Company, L.P.
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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