Nan Zhou is a CFA-designated registered investment advisor at Applied Academics, based in New York, NY. Nan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are up to 0.20% annually for selecting third-party advisers. Qualified clients may also pay up to a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
8 West 38th Street, Suite 1200, New York, NY, 10018
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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 →Employment History
Current Registrations
Applied Academics
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
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