Zhaozhu Ge is a registered investment advisor at Acela Capital Management, LLC, based in Los Altos, CA, with 19 years of industry experience. Zhaozhu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Acela Capital Management charges an annual fee based on a percentage of the value of your investments. The fee varies between 0.50% and 1.5%, depending on the amount of assets they manage and the type of investment services provided. This fee does not include brokerage commissions or transaction fees.
Location
520 Valencia Drive, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Acela Capital Management, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
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