Zijia Fu is a registered investment advisor at Irc Wealth, based in Boston, MA, with 3 years of industry experience. Zijia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 373 clients with $670M 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 | 1.30% |
| $500K - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20M+ | 0.80% |
Fees may be negotiable in some instances.
Fee Estimator
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Irc Wealth
State Registrations1 state
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