Ryan Chang is a registered investment advisor at Kestra Investment Management, LLC., based in Austin, TX, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $4.3B 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 | 0.50% |
Manager fees are negotiated between Kestra Investment Management and the affiliated professional, generally ranging from 0.00% to 0.50% of portfolio assets. Accounts at Charles Schwab & Co. may incur an additional manager administration fee of 0.00% to 0.05%.
Fee Estimator
Location
5707 Southwest Parkway, Building 2, Ste 400, Austin, TX, 78735
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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 →Employment History
Current Registrations
Kestra Investment Management, 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.
Exams
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