Roger Chang is a registered investment advisor at Rhb Capital, INC., based in Huntington Beach, CA, with 14 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 16 clients with $35M 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 |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
17011 Beach Blvd., Suite 900, Huntington Beach, CA, 92647
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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 Activities
Roger works as an attorney providing legal services through RHB Legal Inc. since 2015, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Rhb Capital, INC.
Previous Registrations
Morgan Stanley Smith Barney LLC
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.