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Credentials
Series 65
Experience Industry experience
1 year
Location
Remote
Beacon Hill Wealth Management LTD
Team
Total advisors
5Clients per advisor
36 LowAvg AUM per client
$825,305 TypicalHNW client ratio
24% LowXijian Zhang is a financial advisor at Beacon Hill Wealth Management Ltd. with one year of industry experience. He holds the Series 65 credential and has worked at Beacon Hill Wealth Management Ltd. since 2021. Prior to his advisory role, he was affiliated with the University of Victoria and has experience in post-secondary education. Beacon Hill Wealth Management Ltd. provides investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, trusts, and estates. The firm employs model portfolios focused on ETFs, mutual funds, and fixed-income securities, using fundamental analysis, Modern Portfolio Theory, and ESG considerations.
$1 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%
Account minimum: $2,000,000
Texas
1 year of industry experience
Beacon Hill Wealth Management LTD
2021 - Present • 5 years
Victoria, Bc
University of Victoria
2017 - 2021 • 4 years
Victoria, Bc
Post Secondary Education
2015 - 2017 • 2 years
Suzhou
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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