Pai-Su Kang
Pai-Su Kang is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Basking Ridge, NJ, with 27 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
233 Mt Airy Rd. 1st Fl, Basking Ridge, NJ, 07920
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Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Pai-Su is the President of American Financial Alliance, involved in qualified plan design, employee benefit programs, and insurance, dedicating about 10-20% of their time. Pai-Su is also an Investment Advisor Representative with CIRA, focusing on financial planning and asset management, dedicating nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations11 states
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.