Think Different Wealth Advisors manages personalized investment portfolios and provides financial planning services for individuals and high net worth individuals. Think Different Wealth Advisors offers both active management (focusing on individual stocks using fundamental research and value or growth strategies) and passive management (using low-cost index funds and exchange-traded funds). The firm also offers ongoing comprehensive financial planning and limited-scope project planning, covering areas such as business planning, cash flow and debt management, college savings, employee benefits, stock compensation, estate planning, insurance, retirement planning, tax strategies, car buying, and home buying advice. Think Different Wealth Advisors is led by Chao Zhang and is based in Allen, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Rates shown are for active management. Passive management rates are 0.70% for the first $1M, 0.65% up to $2M, 0.60% up to $3M, and 0.50% for amounts over $3M. Fees are negotiable.
