Youhang Jiang is a registered investment advisor at Sml Capital LLC, based in San Diego, CA, with 25 years of industry experience. Youhang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be lower than 2%. In certain instances, SC charges performance-based fees based on quarterly periods when an account’s ending value is higher than the ending value of the previous quarter, provided that the asset value has reached a new high-water mark.
Fee Estimator
Location
San Diego, CA
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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
Sml Capital LLC
Previous Registrations
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Salomon Smith Barney 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.