Lynn Chen-Zhang is a CFP-designated registered investment advisor at Zhang Financial, based in Portage, MI, with 18 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 2,181 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Contact
Lynn Chen-Zhang
Location
5931 Oakland Dr., Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lynn is a self-employed author, CPA/bookkeeper/tax preparer, and part-owner of the building leased to Zhang Financial. Lynn also participates in various boards and foundations, and is a passive investor in Simple 8 and Boatyard Brewery.
Employment History
Current Registrations
Zhang Financial
Previous Registrations
Zhang Financial
LPL Financial LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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