Chengjing Zhang is a registered investment advisor at Manhattan West Asset Management, LLC, based in Los Angeles, CA, with 10 years of industry experience. Chengjing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 384 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Non-Wrap accounts are charged a fee by Manhattan West Asset Management that ranges from 0.25% to 2%. The ultimate fee charged on Non-Wrap accounts is subject to MWAM’s discretion, and different Non-Wrap accounts pay different fees based on the complexity of managing the account and the amount under management.
Location
1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067
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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
Finalis Securities LLC
Finalis Securities LLCBroker
Manhattan West Asset Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley
Morgan StanleyBroker
MML Investors Services, LLCBroker
State Registrations1 state
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