Ho-Tae Chang is a CFP-designated registered investment advisor at Bcg Securities, INC., based in Lower Gwynedd, PA, with 33 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
1001 North Bethlehem Pike, Lower Gwynedd, PA, 19002
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2003Employment Separation After Allegations
October 2003Other Business Activities
Ho-Tae is involved in tax consulting and preparation, primarily during March and April, dedicating a few hours per week during those months. He also serves as treasurer for both Messiah United Methodist Church and Chang's School of Martial Arts, where he teaches martial arts, spending a few hours per week on the latter.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
Previous Registrations
AXA Advisors, LLC
Progress Financial Advisors
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations22 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.