Congzhu Yang is a registered investment advisor at Hhl Wealth Advisors INC., based in Flushing, NY, with 2 years of industry experience. Congzhu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 26 clients with $460K 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. Household accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
38-08 Union St, Ste 7D, Flushing, NY, 11354
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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
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.
Exams
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