Zhirun Gao is a registered investment advisor at Easytransfer Corporation, based in Jersey City, NJ. Zhirun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are generally negotiable. Qualified clients may alternatively choose a 0.00% management fee plus a 25.00% performance fee on returns exceeding a 6% hurdle rate.
Fee Estimator
Location
Jersey City, NJ
Get directionsHistory
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
Easytransfer Corporation
State Registrations1 state
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
More Advisors
- Casey Finneran, CFALord, Abbett & CO. LLC
- Natani Drati, CFPCharles Schwab & CO., INC.
- Jenna Vanleeuwen, CFPAligning Wealth
- Jason Rogers, CFPSchwab Wealth Advisory, INC.
- Ashish Sharma, CFADgs Capital Management
- Brendan Henry, CFAMorgan Stanley