Lei Zhang is a registered investment advisor at Palm Springs Advisory LLC, based in Beijing, with 7 years of industry experience. Lei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palm Springs Advisory charges different fees based on the investment service you choose.
For Actively Managed Portfolio Services, the firm charges both a management fee based on the value of your portfolio and a performance-based fee. The management fee is:
- Less than $10,000: 2.0%
- $10,000 - $50,000: 1.5%
- $50,000 - $110,000: 1.2%
- Over $110,000: 1.0%
The performance-based fee is 10% or 20% of the capital gains, depending on the agreement.
For Saving Plus Portfolio Management Services, the firm charges 0.5% of the value of your portfolio below $1 million, and 0.25% of the value of your portfolio above $1 million.
Location
Beijing
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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 →Employment History
Current Registrations
Palm Springs Advisory LLC
Previous Registrations
Palm Springs Advisory LLC
Panorama Capitals
State Registrations1 state
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