Lily Zhang is a CFP-designated registered investment advisor at Seven Mile Advisory LLC, based in Ewing, NJ, with 6 years of industry experience. Lily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 22 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Mile Advisory's investment management fee, which includes financial planning, is either a flat fee or based on the value of your portfolio. If based on portfolio value, the fee can be up to 0.85% annually, charged quarterly in advance. The flat fee is adjusted annually for inflation, typically 3%. The firm considers factors like account size, complexity, and reporting requirements when determining the flat fee.
Location
100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Seven Mile Advisory LLC
Previous Registrations
Westmount Partners, LLC
Gurtin Municipal Bond Management
State Registrations1 state
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