Question 1

What services does Joe Chang offer?

Accepted Answer

Joe Chang specializes in Retirement Planning. Contact their office in RANCHO SANTA MARGARITA, California for a consultation.

Question 2

What are Joe Chang's credentials?

Accepted Answer

Joe Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Joe Chang located?

Accepted Answer

Joe Chang is based in RANCHO SANTA MARGARITA, California, working with KAIROS INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the RANCHO SANTA MARGARITA metropolitan area and surrounding communities.

Question 4

How does Joe Chang charge for services?

Accepted Answer

Joe Chang's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of capital invested or committed. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is KAIROS INVESTMENT MANAGEMENT COMPANY, LLC?

Accepted Answer

KAIROS INVESTMENT MANAGEMENT COMPANY, LLC has approximately 58 employees and manages $989M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Joe Chang

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