Haolun Zhang is a CFA-designated registered investment advisor at Ieq Capital, LLC, based in San Francisco, CA, with 8 years of industry experience. Haolun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,309 clients with $57B 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 | 1.00% |
Annual management fee is up to 1%. Certain clients are subject to a minimum management fee starting at $6,250 per quarter. Fees are negotiable.
Fee Estimator
Location
525 Market Street, San Francisco, CA, 94105
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 Activities
Haolun owns rental real estate in St. Louis since 2022, working with a property management company. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Ieq Capital, LLC
Previous Registrations
Kestra Investment Management, LLC.
Kestra Investment Services, LLCBroker
Edward Jones
Edward JonesBroker
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.
Exams
More Advisors
- Mathew Lapointe, CFAIeq Capital, LLC
- Justin Renaudin, CFAIeq Capital, LLC
- Aarish Patell, CFAIeq Capital, LLC
- Joseph Lalli, CFAIeq Capital, LLC
- Austin Chau, CFPIeq Capital, LLC
- Matthew Hlavacek, CFA, CFPIeq Capital, LLC