Yunfei Zhou is a CFA-designated registered investment advisor at Infinitespring, based in Doylestown, PA, with 2 years of industry experience. Yunfei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $190K 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 $1.0M | 1.50% |
| $1M+ | 1.20% |
Management fees may be negotiable where special circumstances warrant.
Fee Estimator
Location
Doylestown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Infinitespring
State Registrations1 state
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