Baizhou Chen is a registered investment advisor at One Stop Advisor LLC, based in Lancaster, PA, with 3 years of industry experience. Baizhou operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6 clients with $500K 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Lancaster, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
One Stop Advisor LLC
State Registrations1 state
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