Chun Zhu
Chun Zhu is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 21 years of industry experience. Chun is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Bellevue, WA
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2020Customer Dispute
July 2017Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Chun operates CMZ Wealth Strategies as a DBA for his LPL business and manages real estate rentals. He also works as an agent for non-variable insurance through AOCP/Crump, dedicating minimal time, and works as a ski instructor about 10% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations15 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
More Advisors
- David Mantell, CFA, CFPLPL Financial LLC
- Alex Carter, CFPLPL Financial LLC
- Tyler Atkinson, CFPLPL Financial LLC
- Debra Seeley, CFPLPL Financial LLC
- Mark AllisonLPL Financial LLC
- Thanh Nguyen, CFPLPL Financial LLC