Johnny Kang is a registered investment advisor at Prestonwood Capital Management, LLC, based in Plano, TX, with 14 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 18 clients with $15M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
Fees are subject to negotiation.
Fee Estimator
Location
5830 Granite Parkway, Suite 100-289, Plano, TX, 75024
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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
Johnny works as an advisor at SVN|Denver Commercial, a commercial real estate brokerage, since 2017, dedicating nearly full-time hours to this activity. He spends a few hours per week on this activity during securities trading hours.
Employment History
Current Registrations
Prestonwood Capital Management, LLC
Previous Registrations
NFP Advisor Services, LLC
E*trade Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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