Ho-tae Chang

CFP

Bcg Securities, INC.

33 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Bcg Securities, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

1,963 clients

Average Client Portfolio

$377K average

Assets Under Management

$740.0M

Fee Structure

Minimum Investment:$25K

Location

1001 North Bethlehem Pike, Lower Gwynedd, PA, 19002

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History

Regulatory History (2)

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Employment Separation After Allegations

October 2003

Employment Separation After Allegations

October 2003

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Other Business Activities

Ho-Tae is involved in tax consulting and preparation, primarily during March and April, dedicating a few hours per week during those months. He also serves as treasurer for both Messiah United Methodist Church and Chang's School of Martial Arts, where he teaches martial arts, spending a few hours per week on the latter.