Christian Kang is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 5 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
3395 SW Garden View Ave, Portland, OR, 97225
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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 ActivitiesSells Insurance
Christian is a licensed life and disability insurance agent in Washington state since 2020. He is also an LLC member of Cultivant LLC for marketing purposes, while dedicating full-time hours to his Investment Advisor Representative activities under CS Planning.
Employment History
Current Registrations
Cs Planning CORP
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.