Zhang Financial offers investment management and financial planning services to individuals, families, and institutions. For investment management, they create tailored portfolios using stocks, bonds, ETFs, and mutual funds. Financial planning covers retirement, estate, tax, education, and wealth management strategies. They also provide pension consulting services to employer plan sponsors.
Assets Under Management$7.2B
Clients2,181
Advisors17
Avg. per Client$3.3M
Avg. per Advisor$420M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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