Zhuohua Huang is a CFA-designated registered investment advisor at Mulberry Investors LLC, based in Bloomington, IN, with 5 years of industry experience. Zhuohua 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 5 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mulberry Investors charges a flat annual fee of $1,000 per client for investment management services, regardless of the size of the portfolio or the number of accounts.
- The minimum investment required to open an account is $100,000.
- Fees are billed annually at the end of the year and are prorated if the client relationship lasts for only part of the year.
- Clients are responsible for paying any third-party custody and brokerage fees, such as commissions or transaction costs, charged by their custodian.
Location
Bloomington, IN
Get directionsHistory
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
Zhuohua is the Chairman of Huang Associates LLC, a consulting (non-investment related) and e-commerce business, since 2012. Zhuohua dedicates minimal time to this role.
Employment History
Current Registrations
Mulberry Investors LLC
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.
Exams
More Advisors
- James Spore, CFPLasalle St. Investment Advisors, L.L.C.
- Christopher Kroll, CFP1834 Investment Advisors CO.
- Mark Kraus, ChFCCommonwealth Financial Network
- Aubrey Williams, CFPEdward Jones
- Jeremy Zeichner, CFP, ChFCCharles Schwab & CO., INC.
- Ronald Deinlein, CFPMosaic Wealth Management LLC