Zhang Financial Fee Structure

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

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

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

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

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

Market Value of the Account(s)

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

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

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

$10,000,000 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

Portage MI Office

5931 Oakland Drive
Portage, MI 49024
269.385.5888

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Battle Creek Office

70 West Michigan Ave. Suite 100
Battle Creek, MI 49017
269.965.0777

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Grand Rapids Office

460 Ada Drive, Suite 200
Ada, MI  49301 
616.235.5777

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Troy Office

101 West Big Beaver Road, 14th Floor
Troy, MI 48084
248.687.1258 

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Naples Office

999 Vanderbilt Beach Rd, Suite 200
Naples, FL 34108
239.325.1826 

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*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
1As reported in Barron's August 25, 2012, August 24, 2013 and August 23, 2014. Based on assets under management, quality of practices, revenue that advisors generate for their firms and other factors.
2As reported in Barron’s February 18, 2013, February 22, 2014 and February 23, 2015.  Based on assets under management, revenue generated for advisors' firms and other factors.
3As reported in Barron's April 15, 2013. Based on volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors' practices and other factors.
4As reported in Financial Times April 11,2013, March 25, 2014 and March 25, 2015. Ranking based on advisors assets under management, asset growth, compliance record, experience, credentials and accessibility.
5Ranking based on assets under management.
6Barron's: As reported in Barron's June 7, 2014. Based on assets under management, revenue produced for the firm, regulatory record and quality of practice and philanthropic work. Financial Times The 2014 Financial Times Top 100 Women Financial Advisors  is an independent listing produced by the Financial Times (November, 2014). The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.  Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100.

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.