Cindy Chin is a registered investment advisor at Cooper Mcmanus, based in Irvine, CA, with 23 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
9870 Research Drive, Irvine, CA, 92618
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Regulatory History (1)
Employment Separation After Allegations
August 2011Other Business Activities
Cindy owns Royal Global Asset Management LLC DBA Cindy Chin Realty Intl, a real estate business. She spends about 20-75% of her time on this activity, including trading.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Previous Registrations
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Fortune Financial Services, INC.Broker
Concert Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.