Xin Zhang is a registered investment advisor at Data One Capital Management LLC, based in Frisco, TX, with 4 years of industry experience. Xin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
6136 Frisco Square Blvd, Ste 300, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Xin works as a Senior Data Scientist at Data One Global, focusing on data analytics and algorithm development since 2016. This non-investment related activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Data One Capital Management LLC
State Registrations1 state
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