Judy Chang
Judy Chang is a registered investment advisor at Pacrim Advisory Services, based in Palo Alto, CA, with 43 years of industry experience. Judy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $550K | 0.75% |
| $550K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $4.5M | 0.55% |
| $4.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
555 Bryant Street #166, Palo Alto, CA, 94301
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
Judy is the President of Pacrim Benefits Management, Inc., an insurance business, dedicating about 10-20% of her time. She also works as a Registered Investment Adviser Representative for WHJR Associates, spending a few hours per week servicing existing clients.
Employment History
Current Registrations
Pacrim Advisory Services
Previous Registrations
Pacrim Advisory Services
Royal Alliance Associates, INC.
Whjr Associates
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Allmerica Investments, INC.Broker
New York Life Variable Contracts CorporationBroker
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.