Jung Chang is a registered investment advisor at Andrew Garrett, INC., based in Palo Alto, CA, with 30 years of industry experience. Jung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 1,402 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Andrew Garrett, Inc. offers investment management services through various platforms like RBC, Schwab, and AssetMark. Fees are based on a percentage of your portfolio or a flat annual fee, and can be charged monthly or quarterly. The maximum annual fee is 2.80% of your portfolio's value, but this is negotiable. The minimum balance to open an account is $25,000 for the Advisor Program and varies from $10,000 to $250,000 for the RBC Unified Portfolio, depending on the investment style and manager chosen.
Location
Palo Alto, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jung owns a tax preparation and accounting service since 1996. Jung spends a few hours per week on this, with minimal time during trading hours.
Employment History
Current Registrations
Andrew Garrett, INC.
Andrew Garrett INC.
Andrew Garrett INC.Broker
Previous Registrations
The Concord Equity Group, LLCBroker
Emissary Financial Group, INC.Broker
Money Concepts Capital CORPBroker
State Registrations1 state
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