Bryan K. Chin & Co. Asset Management Inc. (BK Chin) manages investment portfolios for individuals, high net worth individuals, and corporate pension and profit-sharing plans. BK Chin offers a single equity platform product, Managed Equity Portfolios, for investors with at least $20,000 seeking long-term capital growth through diversification in the U.S. equity market. Accounts are managed on a non-discretionary basis.
Assets Under Management$2K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2K
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K+ | 2.50% |
Management fee may be scaled based on client loyalty.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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