Lina Zhu is a registered investment advisor at Mia Lee Financial, based in Albany, NY, with 1 years of industry experience. Lina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $250K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.65% |
| $50K - $200K | 0.60% |
| $200K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
418 Broadway, Ste N, Albany, NY, 12207
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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
Lina works as an accountant. This activity is not investment-related.
Employment History
Current Registrations
Mia Lee Financial
State Registrations1 state
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.