Congzhu Yang is a registered investment advisor at Hhl Wealth Advisors INC., based in New York, NY, with 1 years of industry experience. Congzhu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4 clients with $150K 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
733 3rd Ave, Ste 1825, New York, NY, 10017
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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 Activities
Congzhu is a financial associate at HHL Advisors Group, a tax and accounting firm, since January 2024. Congzhu spends about half their time assisting with tax preparation for clients.
Employment History
Current Registrations
Hhl Wealth Advisors INC.
State Registrations2 states
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