Harrison Chang
Harrison Chang is a registered investment advisor at Ip Financial Advisory Services LLC, based in Laguna Hills, CA, with 21 years of industry experience. Harrison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M 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 |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
Laguna Hills, CA
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2026Customer Dispute
April 2025Customer Dispute
April 2024Other Business Activities
Harrison is the owner of Richbound, which is not investment related. He spends minimal time on this activity and is compensated based on income received.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Key West Investments, LLC
Citigroup Global Markets INC.Broker
Prudential Equity Group, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
More Advisors
- Paula Durrant, CFPTowneley Capital Management, INC.
- Andrew Mcvay, CFPAvalon Financial Advisors
- Hicham Nasreddine, CFAEmerald Blue Advisors
- Hooman Karbasion, CFPEdward Jones
- Phillip Vigil, CFAOsage Pacific Advisors, INC.
- Bradford Runyon, CFPEdward Jones