Sen Zhang is a registered investment advisor at Corrigit Capital Group, based in Pasadena, CA, with 10 years of industry experience. Sen 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 18 clients with $21M 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 $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
1055 E Colorado Blvd, Suite 500, Pasadena, CA, 91106
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Sen holds a California Real Estate License since 2014 and works as a real estate agent. Sen also has a California Insurance Agent License since May 2023, dedicating minimal time to this role.
Employment History
Current Registrations
Corrigit Capital Group
Previous Registrations
Elite Advisors, LLC
Elite Advisors, LLC
State Registrations1 state
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