John Kang is a registered investment advisor at Parallel Advisors, LLC, based in Honolulu, HI, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4,240 clients with $10B 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 | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees are negotiable at the firm's discretion. There is a general minimum annual fee of $7,500. At no time shall the effective advisory fee exceed 2.00% of assets under management.
Fee Estimator
Location
1440 Kapiolani Blvd, Suite 970, Honolulu, HI, 96814
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2021Customer Dispute
May 2015Employment History
Current Registrations
Parallel Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Goldman, Sachs & CO.Broker
State Registrations2 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.
Exams
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