Qianqian He is a registered investment advisor at Oceaniq Capital, LLC, based in Redwood City, CA, with 2 years of industry experience. Qianqian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 297 clients with $210M 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 $5.0M | 1.00% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
Fee arrangements are negotiated and specific to each client. Legacy clients will continue paying fees according to their advisory agreement.
Fee Estimator
Location
275 Shoreline Drive, Unit 120, Redwood City, CA, 94065
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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
Oceaniq Capital, LLC
Previous Registrations
Vienna Asset Management LLC
State Registrations1 state
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