Miao Zhu is a CFA, CFP-designated registered investment advisor at Advisory Services Network, based in Tampa, FL, with 5 years of industry experience. Miao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Miao is the Owner/Managing Member and Tax CPA at Zhu Tax Advisory LLC, a tax CPA practice, since 2022. Miao spends about 10-20% of their time to about a quarter of their time on this activity, depending on the tax season, providing tax return preparation and advice.
Employment History
Current Registrations
Advisory Services Network
State Registrations1 state
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