Yusi Zhang is a CFP-designated registered investment advisor at Infinity Financial Services Advisory, based in Irvine, CA. Yusi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 657 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Infinity Financial Services Advisory charges a fee for portfolio management based on the value of your portfolio, though the exact percentage rates are not specified in the available text.
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Infinity Financial Services Advisory
State Registrations1 state
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Exams
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