Dong Zhang is a registered investment advisor at Evla Hills Equity Services LLC, based in Saratoga, CA, with 20 years of industry experience. Dong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 41 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fee includes financial planning and investment advisory services.
Fee Estimator
Location
Saratoga, CA
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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
Evla Hills Equity Services LLC
Previous Registrations
Engemann Asset Management
State Registrations1 state
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