Jung Chang is a registered investment advisor at Andrew Garrett, INC., based in Palo Alto, CA, with 30 years of industry experience. Jung is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.
Fee Estimator
Location
Palo Alto, CA
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 Activities
Jung owns a tax preparation and accounting service since 1996. Jung spends a few hours per week on this, with minimal time during trading hours.
Employment History
Current Registrations
Andrew Garrett, INC.
Andrew Garrett INC.
Andrew Garrett INC.Broker
Previous Registrations
The Concord Equity Group, LLCBroker
Emissary Financial Group, INC.Broker
Money Concepts Capital CORPBroker
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
More Advisors
- Kwanghyon Park, CFPWells Fargo Advisors
- Elizabeth Cody, CFPSand Hill Global Advisors, LLC
- David Meyers, CFPMeyers Wealth Management
- David Alison, CFPProsperity Capital Advisors
- Phaby Utomo, CFA, CFPJ.P. Morgan Securities LLC
- Sarabpreet Kaur, CFPFocus Partners Wealth, LLC