Colbert Chang is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Scottsdale, AZ, with 27 years of industry experience. Colbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Scottsdale, AZ
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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.
Learn about disclosures →Other Business Activities
Colbert is a member of Kalakahe Ventures LLC, which owns 36 acres of raw land. He spends minimal time reviewing and paying annual HOA fees and taxes.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Ronald Blue & CO., LLC
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
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