Pay-Min Chang
Pay-Min Chang is a CFP-designated registered investment advisor at Transglobal Advisory, LLC, based in Monrovia, CA, with 30 years of industry experience. Pay-Min is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 193 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.90% |
| $50M+ | 0.90% |
Fixed income accounts generally charged 0.25%. Fees are generally negotiable. Minimum account size is $100,000.
Fee Estimator
Location
185 W Chestnut Ave, Monrovia, CA, 91016
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pay-Min is the president of ANG Financial Services, spending about half their time selling fixed life, fixed annuities, and health insurance products. Pay-Min is also a fixed insurance and annuities product producer for Transglobal Insurance Agency, Inc. and an IAR for Transglobal Advisory, LLC, each taking about a quarter of their time, and a registered representative for Globalink Securities, Inc.
Employment History
Current Registrations
Transglobal Advisory, LLC
Globalink Securities, INC.Broker
Previous Registrations
Fortune Securities, INC.Broker
World Group Securities, INC.Broker
Sinopac Financial Services (USA) LTD.Broker
Foresters Equity Services, INC.Broker
Electronic Trading Group, LLCBroker
Globalink Securities, INC.Broker
PFS Investments INC.Broker
PFS Investments INC.Broker
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.
Exams
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