Stephen Chang is a registered investment advisor at Acts Financial Advisors, based in Mclean, VA, with 2 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 23 clients with $130M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are negotiable based on certain factors, e.g., personal relationships, net worth, income. The annual advisory fee is subject to a $10,800 minimum (and an $900 monthly minimum) per client, which is inclusive of comprehensive financial planning and investment management fees. Annual investment management fees will not exceed more than 1.00% of the client’s total AUM as a result.
Fee Estimator
Location
1390 Chain Bridge Rd #10147, Mclean, VA, 22101
Get directionsHistory
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
Stephen is a licensed insurance agent since July 2023. He is also the Owner/Co-Founder of Rich to Wealthy, LLC, a personal finance-related social media and website-based education and entertainment company, dedicating about 10-20% of his time to this venture.
Employment History
Current Registrations
Acts Financial Advisors
State Registrations3 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.