Jun Zhu is a CFA-designated registered investment advisor at Crystal Investment Management, based in Mopraga, CA, with 9 years of industry experience. Jun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment 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% |
The annual negotiable fee is up to 2.00 % of the assets under management, depending on the size, complexity of a client’s account(s), and other business considerations. Advisor also offers “qualified clients” the option of a performance-based fee arrangement as follows: Such a performance fee is negotiable and will be within 20% to 30% of the returns in excess of the hurdle rate during a year, after adjusting for any contributions or withdrawals in the account during the period.
Fee Estimator
Location
Mopraga, 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.
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Jun operates a sole proprietorship from home, selling asset allocation signals generated by a proprietary computer program to other advisors since 2016. Maintaining the program, generating, and distributing the signals takes a few hours per week, usually on weekends.
Employment History
Current Registrations
Crystal Investment Management
Previous Registrations
Fund Architects, LLC
State Registrations1 state
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