Jingshu Zhang is a registered investment advisor at Guinea Value Investments, based in Union City, NJ, with 3 years of industry experience. Jingshu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $21M 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 | 1.00% |
Fees are generally negotiable. Qualified Clients will pay an annual fee of 0% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Union City, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Guinea Value Investments
Previous Registrations
Dorfman Value Investments LLC
Atlas Capital Investment LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.