Kit Dang
Kit Dang is a registered investment advisor at J.P. Morgan Securities LLC, based in Phoenix, AZ, with 24 years of industry experience. Kit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
4040 E. Chandler Blvd., Phoenix, AZ, 85048
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2010Other Business Activities
Kit works as a certified personal trainer at Jab Fitness, dedicating a few hours per week to one-on-one training and group fitness classes. Kit is also a member of AKA Property Holdings, LLC, which owns vacant land, but this requires minimal time.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
CUNA Brokerage Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
Banc One Securities CorporationBroker
State Registrations44 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.