Shiyi Zhang is a registered investment advisor at Illumine Investment Management, LLC, based in Poulsbo, WA, with 4 years of industry experience. Shiyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 90 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Illumine Investment Management charges a fee based on a percentage of the assets they manage in your account. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The maximum annual advisory fee is 1.95%. The fee is calculated based on the market value of your portfolio at the end of each quarter and is billed quarterly in advance. Fees may be negotiable based on the size of the account or other factors. Financial planning services are included in the investment management fees.
Location
19225 8th Ave Ne, Suite 201-0902, Poulsbo, WA, 98370
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shiyi works as an assistant manager at Leju USA LLC, a retail business, since 2019. This activity is not investment-related and takes about half of Shiyi's time.
Employment History
Current Registrations
Illumine Investment Management, LLC
State Registrations2 states
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