Samrang Hai
Samrang Hai is a CFA-designated registered investment advisor at Belleros Capital Management, LLC, based in Upperco, MD, with 17 years of industry experience. Samrang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8 clients with $4.3M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. Consulting services are included in these fees.
Fee Estimator
Location
Upperco, MD
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
Samrang works as an insurance agent, selling various insurance products since 2020. This takes about 10-20% of his time.
Employment History
Current Registrations
Belleros Capital Management, LLC
Previous Registrations
Partnership Wealth Management
Belleros Capital Management
Horan Capital Management,llc
The L. Warner Companies, INC
Legg Mason Wood Walker INC
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.