Benjamin Chang is a registered investment advisor at Lw Pacific Investments LLC, based in santa ana, CA, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 6 clients with $3.1M 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% |
LWPI may apply certain discounts to the advisory fee at its sole discretion.
Fee Estimator
Location
santa ana, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin provides sales consulting services to Teletec Electronics Corp., a company that manufactures and sells custom-made cable assemblies. Benjamin dedicates about a quarter of his time to this business, with about 1 hour during securities trading hours.
Employment History
Current Registrations
Lw Pacific Investments LLC
State Registrations1 state
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