Hao Jiang is a registered investment advisor at East River Capital Management LLC, based in Pittsfield, MA, with 1 years of industry experience. Hao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2 clients with $2.5M 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 - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee on accounts with a value lower than $1,000,000 is negotiated and generally does not exceed 1.2%. Please note that East River Capital generally does not accept accounts lower than $1,000,000, unless in special instances.
Fee Estimator
Location
82 Wendell Avenue, Suite 100, Pittsfield, MA, 01201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hao is a partner at Zhong Lun LLP, a law firm headquartered in Beijing, China, since September 2017. He spends about 10-20% of his time managing and supervising a team of lawyers on various projects.
Employment History
Current Registrations
East River Capital Management LLC
State Registrations1 state
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