Zhuohua Huang is a CFA-designated registered investment advisor at Mulberry Investors LLC, based in Bloomington, IN, with 5 years of industry experience. Zhuohua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mulberry Investors LLC charges a flat annual fee of $1,000 per client, regardless of the number of accounts or the amount invested. The minimum amount to be managed is $100,000 per client when the relationship begins. The fee is billed annually at the end of the year and is prorated if the client relationship exists for only part of the year.
Location
Bloomington, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zhuohua is the Chairman of Huang Associates LLC, a consulting (non-investment related) and e-commerce business, since 2012. Zhuohua dedicates minimal time to this role.
Employment History
Current Registrations
Mulberry Investors LLC
State Registrations1 state
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