Albert Chen

CFP

Course Management Investment Advisors, LLC

13 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningTax PlanningInsurance PlanningInvestment Management

Course Management Investment Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

403 clients

Average Client Portfolio

$180K average

Assets Under Management

$72.3M

Location

5 Dowd Cir, Suite B, Pinehurst, NC, 28374

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History

Regulatory History (1)

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Customer Dispute

March 2021

Settled

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Other Business Activities

Albert is a co-owner of Course Management Real Estate Partners, a commercial real estate portfolio specializing in retail office space, since 2020. He spends a few hours per week ensuring the property is maintained to professional standards.