Ryan Chang is a registered investment advisor at Kestra Investment Management, LLC., based in Austin, TX, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Investment Management charges a management fee for its portfolio management services, which generally ranges from 0.00% to 0.50% of the market value of the portfolio. For accounts held at Charles Schwab & Co., Kestra IM also charges a manager administration fee ranging from 0.00% to 0.05%. These fees are separate from any advisory, platform, custodial, or other fees charged by the client's advisor.
Location
5707 Southwest Parkway, Building 2, Ste 400, Austin, TX, 78735
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 →Employment History
Current Registrations
Kestra Investment Management, LLC.
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.