Qin Zhang is a registered investment advisor at Sun Global LLC, based in Oak Brook, IL, with 1 years of industry experience. Qin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $5.6M 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 | 1.50% |
| $500K - $1.1M | 1.50% |
| $1.1M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are generally negotiable. Qualified clients may enroll in an Asset Under Management fee + performance incentive program, paying 1.25-1.5% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Oak Brook, IL
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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 →Other Business ActivitiesSells Insurance
Qin is an insurance broker, owner, and president of FISO Group LLC, an insurance agency, since May 2024. Qin dedicates about half of their time to this business, including about 10-20% of their time during securities trading hours, focusing on management and marketing to help investment clients with insurance needs.
Employment History
Current Registrations
Sun Global LLC
State Registrations5 states
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