Leonardo Chang
Leonardo Chang is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mcallen, TX, with 13 years of industry experience. Leonardo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3008 N Mccoll Road Suite A, Mcallen, TX, 78501
Get directionsHistory
Regulatory History (8)
Financial
March 2022Financial
July 2021Financial
March 2021Financial
September 2020Financial
May 2020Financial
May 2020Financial
January 2020Financial
December 2019Other Business Activities
Leonardo operates his LPL business under the name Strategic Insights Financial Planning Group, dedicating about a quarter of his time to it. He also has several real estate rental businesses and other business entities for tax/investment purposes, requiring minimal time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
AXA Advisors, LLCBroker
State Registrations14 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
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