Zhenzhe Wang is a registered investment advisor at Stonebridge Wealth Management LLC, based in Irvine, CA, with 3 years of industry experience. Zhenzhe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Stonebridge Wealth Management charges a performance-based fee. No fee is charged if your portfolio earns 5% or less in a year. If your portfolio earns more than 5%, the firm charges 30% of the amount above the 5% hurdle rate. For example, if your portfolio earns 35%, the fee is 9%.
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stonebridge Wealth Management LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations1 state
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