Junmin Chang is a registered investment advisor at Cannon Beach Financial Advisors, based in San Ramon, CA, with 25 years of industry experience. Junmin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 112 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cannon Beach Financial Advisors offers two investment management options, Core and Core Plus, each with two fee tiers depending on whether you also use their financial planning services (Tier 1 is discounted). Fees are based on a percentage of your portfolio's value.
Cannon Beach Core Plus:
- Tier 2 (without financial planning):
- Up to $500,000: 1.200% per year
- $500,001 - $1,000,000: 0.950% per year
- $1,000,001 - $2,500,000: 0.825% per year
- Above $2,500,000: 0.700% per year
- Tier 1 (with financial planning):
- Up to $500,000: 1.100% per year
- $500,001 - $1,000,000: 0.825% per year
- $1,000,001 - $2,500,000: 0.725% per year
- Above $2,500,000: 0.625% per year
Cannon Beach Core:
- Tier 2 (without financial planning):
- Up to $500,000: 0.975% per year
- $500,001 - $1,000,000: 0.750% per year
- $1,000,001 - $2,500,000: 0.650% per year
- Above $2,500,000: 0.575% per year
- Tier 1 (with financial planning):
- Up to $500,000: 0.850% per year
- $500,001 - $1,000,000: 0.650% per year
- $1,000,001 - $2,500,000: 0.575% per year
- Above $2,500,000: 0.500% per year
Active retirement plan assets are assessed an annual flat 0.38%.
Location
2603 Camino Ramon, Suite 416, San Ramon, CA, 94583
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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.
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Junmin is a Managing Partner/President of Redwood Investments - Tiger Investment Group since 1994. He dedicates a few hours per week to the investment club, serving as a member of the investment committee and treasurer.
Employment History
Current Registrations
Cannon Beach Financial Advisors
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 states
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