HZ
HZ

Haiqiang Zou

3 Years of Experience
Flushing, NY

Haiqiang Zou is a registered investment advisor at Zou Capital Management LLC, based in Flushing, NY, with 3 years of industry experience. Haiqiang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $330K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$47K average
Assets Under Management
$330K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.75%
$250K - $500K0.65%
$500K+0.50%

Zou Capital fees are non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Flushing, NY

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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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Other Business Activities

Haiqiang owns Z&C Home, LLC, Zou Bayside Home, LLC, and Zou Wisconsin Properties, LLC, all since 2017 or later. He handles property manager related tasks for these entities, spending a few hours per week on each.

Employment History
Current Registrations
Zou Capital Management LLC
March 2022 - Present · 4 yrs 1 mo
State Registrations2 states
FLNY
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.