Xianzhong Zhu is a registered investment advisor at Five Stone Capital, LLC, based in Fremont, CA, with 20 years of industry experience. Xianzhong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $8.4M 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 | 1.00% |
Also receives an incentive allocation of 20% of profits each year.
Fee Estimator
Location
Fremont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Five Stone Capital, LLC
Previous Registrations
Ni Advisors
Ni AdvisorsBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Ameritas Investment CORP.Broker
Five Stone Capital, LLC
State Registrations1 state
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