Wenhua Zhang is a CFA-designated registered investment advisor at Atlas Capital Investment LLC, based in East Boston, MA, with 3 years of industry experience. Wenhua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1 clients with $1M 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 | 2.00% |
For qualified clients, there is also a 20% performance fee based on capital appreciation.
Fee Estimator
Location
99 Sumner Street, Commercial D, East Boston, MA, 02128
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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 →Other Business Activities
Wenhua is the CFO and an investor in Hourly Work LLC, a recruiting app, since January 2023. Wenhua spends minimal time on financial matters for the company.
Employment History
Current Registrations
Atlas Capital Investment LLC
Previous Registrations
Tan Lane Holdings Limited
State Registrations1 state
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