Yi-Ling Chen is a registered investment advisor at Marketriders, based in Chesterfield, MO, with 2 years of industry experience. Yi-Ling operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 321 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SogoTrade Asset Management (SAM) charges an annual management fee of 0.75% of your portfolio for Standard Service managed accounts. For Enhanced Service accounts, there's an additional fee, negotiated with each client, up to another 0.75%. There is a minimum monthly fee of $5. SAM uses its affiliate, SogoTrade, Inc., as the broker-dealer, and clients do not pay commissions for trading activity.
Location
1 Mcbride & Son Center Dr., Suite 288, Chesterfield, MO, 63005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marketriders
Sogotrade, INC.
Sogotrade, INC.Broker
State Registrations1 state
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