Qin Zhang is a registered investment advisor at Sun Global LLC, based in Oak Brook, IL, with 2 years of industry experience. Qin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 19 clients with $7.4M 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 | 2.00% |
| $500K - $1.4M | 1.75% |
| $1.4M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are generally negotiable. Qualified clients in the fee plus performance program also pay a 20% performance fee on capital gains.
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 Registrations6 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.
Exams
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