GQ
CFA
GQ
CFA

Guangyan Qin

2 Years of Experience
Greenwood Village, CO

Guangyan Qin is a CFA-designated registered investment advisor at Michaud Capital Management LLC, based in Greenwood Village, CO, with 2 years of industry experience. Guangyan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $2.4B in assets under management.

Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
28 clients
Average Client Portfolio
$87.4M average
Assets Under Management
$2.4B

Fee Structure

Investment management only (planning not offered)

Michaud Capital Management (MCM) does not have a set fee schedule for investment management. Fees are customized based on the scope of services, the size and complexity of your investments, and whether the relationship is discretionary. MCM may impose a minimum fixed fee of $50,000 per year. The consulting fee is generally an annual fee, payable in quarterly installments, billed in advance.

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Location

Greenwood Village, CO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Michaud Capital Management LLC
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Guangyan Qin - Financial Advisor | TrueAdvisor