Zhang Capital Management Corp. offers investment advisory services to high net worth individuals. The firm creates portfolios consisting of individual stocks, exchange traded funds (ETFs), and money market instruments. Portfolios are reviewed at least quarterly and rebalanced as needed based on client needs and goals. The firm primarily uses statistical analysis of past market data to identify patterns.
Assets Under Management$1.1M
Clients6
AdvisorsN/A
Avg. per Client$190K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Zhang Capital Management Corp. exclusively charges performance-based fees for managing your investments. The fee is 20% of the net profits achieved each year. This fee is charged annually in arrears at the end of December. There is a high risk of loss of substantially all of the principal.
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