Li-Wei Chang is a CFP-designated registered investment advisor at 7summit Advisors, LLC, based in Los Angeles, CA, with 14 years of industry experience. Li-Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 28 clients with $29M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
6080 Center Drive, Suite 600, Los Angeles, CA, 90045
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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
Li-Wei is an RIA Advisory Board Member for Guggenheim Investments since 2013, dedicating minimal time to product development and risk management. Li-Wei is also a Registered Player Financial Advisor with the NFLPA since 2013, spending a few hours per week providing financial guidance to athletes.
Employment History
Current Registrations
7summit Advisors, LLC
Previous Registrations
Kam Advisors
E*trade Capital Management, LLC
State Registrations1 state
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