Yu Zhang
Yu Zhang is a registered investment advisor at UBS Financial Services INC., based in San Francisco, CA, with 5 years of industry experience. Yu is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
555 California Street, 33rd Floor, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (1)
Financial
October 2019Other Business Activities
Yu provides in-home support services (IHSS) for a family member, involving personal care, laundry, shopping, and cooking. This non-investment related activity takes about 10-20% of Yu's time and does not occur during trading hours.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations11 states
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
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