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Zhe Zhang
11 Years of Experience
Irvine, CA
1 DisclosureSells Insurance
Zhe Zhang is a registered investment advisor at Oz Wealth Management LLC, based in Irvine, CA, with 11 years of industry experience. Zhe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $38M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$38.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.65% |
| $8M+ | 0.60% |
Fees are negotiable at the sole discretion of OZ Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
530 Technology Drive, Suite 100, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
October 2019Other Business ActivitiesSells Insurance
Zhe spends a few hours per week on insurance-related activities.
Employment History
Current Registrations
Oz Wealth Management LLC
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Prosperity Wealth Management, INC.
January 2020 - August 2020 · 7 mos
Edward Jones
January 2015 - November 2019 · 4 yrs 10 mos
Edward JonesBroker
November 2014 - November 2019 · 5 yrs
State Registrations1 state
CA
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.