Chao Zhang is a CFA, CFP-designated registered investment advisor at Think Different Wealth Advisors LLC, based in Allen, TX, with 4 years of industry experience. Chao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 18 clients with $20M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are for actively managed accounts. Passively managed accounts have lower fees: $0 - $1,000,000: 0.70%; $1,000,001 - $2,000,000: 0.65%; $2,000,001 - $3,000,000: 0.60%; $3,000,001 and above: 0.50%. Fees are negotiable.
Fee Estimator
Contact
Chao Zhang
Location
Allen, TX
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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 →Employment History
Current Registrations
Think Different Wealth Advisors LLC
State Registrations2 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
What led you to your position at your firm? I have been focused on FIRE (financial independence, retire early) goals since college. At age 36, I was able to quit a high-paying hedge fund job to pursue my dream of starting this business. This wasn’t an accident, but part of a long-term financial plan I crafted for myself. Now, I am able to share my passion and help others pursue and achieve their dreams.