Shi Zhou is a registered investment advisor at Stone Capital Partners, LLC, based in Rego Park, NY, with 11 years of industry experience. Shi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the 2% annual management fee, Stone Capital charges a performance-based fee of 20% of any appreciation in the client's account, deducted at the end of each calendar quarter. There is a high-water mark.
Fee Estimator
Location
Rego Park, NY
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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 →Employment History
Current Registrations
Stone Capital Partners, LLC
Previous Registrations
Craft Capital Management LLCBroker
Cape Securities INC.Broker
Wilmington Capital Securities, LLCBroker
Forefront Capital Markets LLCBroker
E.J. Sterling, LLCBroker
Nsm Securities, INC.Broker
State Registrations1 state
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.