Sangtae Chang
Sangtae Chang is a CFP-designated registered investment advisor at Hsc Financial Services LLC, based in Dallas, TX, with 11 years of industry experience. Sangtae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 21 clients with $36K 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 $10K | Included |
| $10K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
For accounts under $10,000, there is a $75 annual fee, not to exceed 3% of the portfolio value. Fees are not negotiable.
Fee Estimator
Location
11536 Harry Hines Blvd, Suite 215, Dallas, TX, 75229
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 ActivitiesSells Insurance
Sangtae is the president of HSC Financial Services LLC, which offers insurance and mortgage origination services, taking about 10-20% of his time. He also serves as the general manager of Haeyoung Chang, CPA, P.C., an accounting and tax preparation firm, dedicating about 10-20% of his time to this role as well.
Employment History
Current Registrations
Hsc Financial Services LLC
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
H.D. Vest Investment ServicesBroker
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.