Michael Chang is a registered investment advisor at LPL Financial LLC, based in Hilo, HI, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
101 Aupuni Street, Suite 104, Hilo Lagoon Center, Hilo, HI, 96720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael acts as a successor trustee for his aunt and was the executor of his father's will. He also operates Cornerstone Wealth Management, LLC as a DBA for his LPL business and has a 1% stake in Arizona Real Estate Investment Holdings I for tax/investment purposes, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 states
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