Zhang Financial Fees

Market Value of the Account(s)/Percent Annual Fee

$1,000,000 - $2,500,000 ............................. 1.00%

$2,500,001 - $5,000,000 ............................. 0.90%

$5,000,001 - $10,000,000 ........................... 0.80%

$10,000,001 and above........................... Negotiable

Our annual fees for asset management services are negotiated with each client and are generally based on a flat percentage of the market value of assets under management. While the specific fee is finalized at the inception of the relationship, we utilize the following schedule as a guideline for our negotiations:

Market Value of the Account(s)

$1,000,000 - $2,500,000

$2,500,001 - $5,000,000

$5,000,001 - $10,000,000

$10,000,001 and above

Percent Annual Fee

1.00%

0.90%

0.80%

Negotiable

Unlike "tiered" schedules where different rates apply to portions of an account balance, we utilize a flat fee structure. Once a negotiated rate is established, that single percentage is applied to the entire balance of the account.

Once a fee rate is established in the investment advisory agreement, that rate generally remains static. The percentage does not automatically decrease or increase based on future market movement, additional deposits or withdrawals, or the addition of accounts to or removal of accounts from the household.

Fee-Only, Transparent and Holistic Wealth Management.

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Minimum Investment Requirement $1,000,000 in Michigan or $2,000,000 Outside of Michigan

Phone

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.