Zheng Zhu is a registered investment advisor at Scholardog, based in Irvine, CA. Zheng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.45% |
Fees may be negotiated based on account size, complexity, service scope, and household relationships. Rates are applied straight-tier to the entire account balance.
Fee Estimator
Location
530 Technology Drive, Suite 100, Irvine, CA, 92618
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
Scholardog
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
- William Arechiga, CFAFirst Foundation Advisors
- Andrew Fuller, CFPCreative Planning
- Myron Mcdonald, ChFCEagle Strategies LLC
- James Meussner, CFPCreative Planning
- Jeremy Amposta, CFPSchwab Wealth Advisory, INC.
- Richard Lewis, CFAWhite Stork Asset Management LLC