Charles Zhang is a CFP, ChFC-designated registered investment advisor at Zhang Financial, based in Portage, MI, with 19 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 2,181 clients with $7.2B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fee is negotiable for accounts over $10,000,000.
Fee Estimator
Contact
Charles Zhang
Location
5931 Oakland Dr., Portage, MI, 49024
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Charles is self-employed through Zhang Financial since 2008 and is also an author. He is a partner in Charles Zhang & Associates LLC, which holds real estate leased to Zhang Financial, and a passive investor in several real estate development companies.
Employment History
Current Registrations
Zhang Financial
Previous Registrations
Zhang Financial
LPL Financial LLC
Ameriprise Financial Services, INC.
State Registrations12 states
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
Additional Information
Our Mission Statement"The mission of Zhang Financial is to provide each of our clients with unbiased advice, excellent service, and exceptional products while serving their best interests at all times."At Zhang Financial, we aim to benefit and enrich the lives of our clients by upholding what we believe to be the highest standard of care. We work without conflicts of interest that arise from selling proprietary products or receiving commissions, kick-backs, and soft dollars.We strive to be a nationally recognized, highly ranked independent financial services firm by offering our clients what we believe to be unparalleled financial advice, first-class service, and an open-architecture investment platform for a competitive price.In an industry tarnished by mistrust and deceit, we are confident you will appreciate working with an independent Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner and a professional staff that will always seek to put your best interests first. As a client of Zhang Financial, you will enjoy knowing you are receiving the best advice, service, and products available for your finances.