| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.95% |
Fees are negotiable.
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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 →Hao serves as a board member/officer/director at Emory University since 2012, attending quarterly meetings and contributing to fundraising efforts. This requires minimal time and is not investment related.