Yingjie Shu
Yingjie Shu is a registered investment advisor at Kailasa Capital Management LLC, based in Bethesda, MD, with 5 years of industry experience. Yingjie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 130 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kailasa Capital Management offers investment management services where fees range from 0.25% to 1.0% annually, based on the amount you invest and the complexity of your situation. Wealth management services, which include both financial planning and investment management, are offered for a single fee ranging from 0.50% to 1.50% annually, depending on the size and complexity of the client relationship. Fees are negotiable at Kailasa's discretion.
Location
Bethesda, MD
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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 →Other Business ActivitiesSells Insurance
Yingjie sells insurance products, dedicating about 10-20% of his time to this activity. Yingjie also owns and manages a short-term rental property since 2017, spending about 10-20% of his time on this endeavor.
Employment History
Current Registrations
Kailasa Capital Management LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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