Stephen Zheng is a CFA-designated registered investment advisor at Wealthlet, based in Whitestone, NY, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Clients will also incur custodian fees and brokerage/transaction costs.
Fee Estimator
Location
152-53 10th Avenue, Ste 235, Whitestone, NY, 11357
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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
Wealthlet
State Registrations1 state
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