Hsin Lang is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 11 years of industry experience. Hsin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
560 Mission St, Floor 22, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hsin is a registered representative with Robertson Stephens Capital Markets since 2019. Hsin is also an investment adviser representative with Robertson Stephens Wealth Management, LLC since 2018.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Robertson Stephens Capital Markets, LLCBroker
Robertson Stephens
Robertson Stephens Advisors
Robertson Stephens SecuritiesBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Waddell & Reed, INC.Broker
State Registrations53 states
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