Yongjun Li
Yongjun Li is a registered investment advisor at Kailasa Capital Management LLC, based in Pittsburgh, PA, with 23 years of industry experience. Yongjun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 130 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kailasa Capital Management offers investment management services where fees range from 0.25% to 1.0% annually, based on the amount you invest and the complexity of your situation. Wealth management services, which include both financial planning and investment management, are offered for a single fee ranging from 0.50% to 1.50% annually, depending on the size and complexity of the client relationship. Fees are negotiable at Kailasa's discretion.
Location
2000 Smallman Street, Suite 203A, Pittsburgh, PA, 15222
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Yongjun is the owner of RAV Group LLC, investing in early-stage technology and life science start-ups and providing business process consulting, dedicating minimal time annually. Yongjun also owns a sole proprietorship for renting out his secondary home, dedicating minimal time annually.
Employment History
Current Registrations
Kailasa Capital Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.