ZiHui Trading LLC offers investment advice to individuals, families, and corporations, focusing on Chinese-speaking immigrants and Chinese residents outside the U.S. looking to invest in the U.S. stock market. They provide both discretionary and non-discretionary portfolio management services, tailoring strategies to meet client needs and investment goals. The firm monitors portfolio performance and rebalances as needed. Clients can impose investment restrictions.
Assets Under Management$460K
Clients4
Advisors1
Avg. per Client$110K
Avg. per Advisor$460K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 4.00% |
| $50K - $150K | 3.00% |
| $150K - $250K | 2.50% |
| $250K+ | 2.00% |
Fees are subject to negotiation at the sole discretion of ZiHui Trading LLC.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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