Yu Chen is a registered investment advisor at Mc Investments & Advisory LLC, based in Burlingame, CA, with 1 years of industry experience. Yu 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, Investment Management, and 2 more. Their firm serves 1 clients with $4M 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% |
| $1M+ | 1.00% |
Fees are generally negotiable. Qualified clients can pay 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
1633 Bayshore Hwy Suite 222, Burlingame, CA, 94010
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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 →Other Business Activities
Yu is an accountant, President, and owner of MC Accountancy CPA Inc. Yu is also a caregiver to his mother through IHSS.
Employment History
Current Registrations
Mc Investments & Advisory LLC
State Registrations1 state
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.