ZL
CFP
ZL
CFP
Zhi Li is a CFP-designated registered investment advisor at Twelve Two Capital LLC, based in Brooklyn, NY, with 9 years of industry experience. Zhi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 26 clients with $4M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
26 clients
Average Client Portfolio
$153K average
Assets Under Management
$4.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Brooklyn, NY
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Regulatory History (1)
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Employment Separation After Allegations
January 2018Employment History
Current Registrations
Twelve Two Capital LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
National Financial Services LLCBroker
July 2013 - February 2018 · 4 yrs 7 mos
State Registrations2 states
NYTX
Advisor
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.
Exams
No exam information available for this advisor.