Helen Zha is a CFA-designated registered investment advisor at Envisionx Capital, LLC, based in Palo Alto, CA, with 5 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $840K 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 non-qualified clients or IRA accounts. Qualified clients pay a performance fee of 20% of capital appreciation each quarter.
Fee Estimator
Location
2100 Geng Road, Suite 210, Palo Alto, CA, 94303
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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
Envisionx Capital, LLC
State Registrations2 states
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