Zhang Financial Fees

Zhang Financial Fee Structure

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

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

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

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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.