Huilian Zhang is a registered investment advisor at Symphony Financial, LTD. CO., based in Pinole, CA, with 1 years of industry experience. Huilian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,236 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony Financial charges an annual fee based on the amount of your portfolio. This fee can vary from 0% to 2.50%, depending on the size and composition of your portfolio and the services you receive. The specific fee you'll pay will be outlined in your advisory agreement.
Location
Pinole, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Symphony Financial, LTD. CO.
State Registrations1 state
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