William Chen is a registered investment advisor at Tandem Capital Management, INC., based in Woodcliff Lake, NJ, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 97 clients with $250M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Schedule applies to equity accounts comprising primarily shares of individual companies. For accounts consisting of mainly exchange-traded funds and mutual funds supplemented by select individual securities, an annual rate of 0.80% is charged on the first $2 million under management, and 0.60% thereafter. For fixed-income-only accounts comprising primarily individual bonds, an annual rate of 0.40% of assets under management is charged.
Fee Estimator
Location
50 Tice Boulevard, Woodcliff Lake, NJ, 07677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tandem Capital Management, INC.
State Registrations4 states
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