Qiang Lu
Qiang Lu is a registered investment advisor at Hsbc Securities (USA) INC., based in Bellevue, WA, with 3 years of industry experience. Qiang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,180 clients with $3.2B 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 | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and discounts may be applied.
Fee Estimator
Location
196 Bellevue Way NE, One88 Bellevue Building, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2025Other Business ActivitiesSells Insurance
Qiang sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. The filing does not specify the time commitment.
Employment History
Current Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Previous Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.