Dae-Woung Kang is a registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 4 years of industry experience. Dae-Woung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,178 clients with $2.6B 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 | 1.70% |
Fees are negotiable and generally range from 0% to 1.70% annually, varying with the size, nature, and asset mix of the account.
Fee Estimator
Location
2501 Galen Drive, Champaign, IL, 61821-7005
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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
Dae-Woung is an Enrolled Agent/Accountant at Managed Tax Services, LLC, dedicating about half of his time to tax preparation and consulting. He also serves on the board or finance committee for several non-profit organizations, requiring minimal time commitment.
Employment History
Current Registrations
Cozad Asset Management INC
State Registrations2 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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