Steven Zhang is a CFA-designated registered investment advisor at Youhe Advisors LLC, based in New York, NY, with 3 years of industry experience. Steven 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable and may be less for larger client relationships and for non-profit and long-term clients.
Fee Estimator
Location
152 W 57th Street 28th Fl., New York, NY, 10019
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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 →Other Business Activities
Steven is an officer of Youhe Invest, LLC, and Yok Advisor, both involved in accounting and tax services. He is also associated with Youhe Advisors LLC as an independent broker offering financial advisory services.
Employment History
Current Registrations
Youhe Advisors LLC
State Registrations1 state
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