Zefan Huang is a registered investment advisor at Zefan & Company, LLC, based in Fairfax, VA. Zefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual management fees range from 0.50% to 1.50% of assets under management. The registered investment advisor also charges performance-based fees of up to 20% of net profits above a high-water mark for eligible clients. Fees are negotiable at the registered investment advisor's discretion.
Fee Estimator
Location
Fairfax, VA
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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
Zefan & Company, LLC
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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