Na Zhang is a CFA-designated registered investment advisor at Okabena Investment Services INC, based in Minneapolis, MN. Na operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 126 clients with $1.8B 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 $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Related accounts may be aggregated to achieve the benefit of scale with respect to the tiered fee structure. OIS may negotiate this schedule in its sole discretion. For 2025, the annual fee is 0.48% on assets for founding family clients.
Fee Estimator
Location
4200 Ids Center, 80 S Eighth Street, Minneapolis, MN, 55402-4523
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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
Okabena Investment Services INC
State Registrations1 state
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