Jie Hayes is a registered investment advisor at Songbird Capital, LLC, based in Princeton, NJ, with 14 years of industry experience. Jie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 64 clients with $58M 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 $500K | 0.80% |
| $500K - $5.0M | 0.80% |
| $5.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable for accounts above $50,000,000. For accounts investing in alternative assets, fees may range between 0.5% and 1.0%, depending on the investment structure and strategy. Songbird may allow retirement accounts from women or women business owners to invest with Songbird at a flat 1% fee or $4,000, whichever is less, when their assets do not meet the minimum $500,000.
Fee Estimator
Location
14 Nassau Street, Princeton, NJ, 08542
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Songbird Capital, LLC
State Registrations1 state
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