Haoqi Zhang is a CFA-designated registered investment advisor at O'shaughnessy Asset Management, LLC, based in Stamford, CT, with 3 years of industry experience. Haoqi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,156 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OSAM's fees are based on a percentage of the assets they manage. The fees vary depending on the specific investment strategy. For the Canvas Managed Options Strategies, the annual management fee is:
- First $0 to $25 million: 0.45%
- $25,000,001 - $50,000,000: 0.35%
- $50,000,001 - $75,000,000: 0.25%
- $75,000,001 +: 0.20%
Location
100 First Stamford Place, Stamford, CT, 06902
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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
O'shaughnessy Asset Management, LLC
State Registrations1 state
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