Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Advisors & Consultants

Zhang Financial

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Zhang Financial

Overview:

Independence:
We are independent financial advisors with LPL Financial – the largest independent broker/dealer in the United States for 12 consecutive years*. Zhang Financial has no “hidden agenda” or drive to sell any particular financial product. Our firm truly puts our client’s interest first.

Unbiased Investment Advice:
Through our affiliation with LPL Financial, we are backed by the largest in-house research team of any independent broker/dealer*. As the leading independent brokerage firm, LPL offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective and unbiased investment research. Zhang Financial thoroughly analyzes product research and only selects investments that are best suited to our client’s needs.

Knowledge and Expertise:
Charles Zhang holds various prestigious professional designations and degrees in the financial planning field including Certified Financial Planner (CFPд) and Chartered Financial Consultant (ChFC). He received his MBA from Northwestern University (Kellogg) and Executive Education from Harvard Business School. In addition, Charles is an adjunct professor of Finance at Western Michigan University.
Lynn Chen-Zhang also boasts an extensive educational background in finance and tax accounting. Lynn received her MBA from Northwestern University (Kellogg) and her MS in Accountancy from Western Michigan University. Lynn is a Certified Public Accountant (CPA), Certified Financial Planning (CFP™), and a nationally recognized employee stock option expert.

Comprehensive Financial Planning:
Zhang Financial believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our client’s financial situation. We provide our clients with “in-house” experts for matters of tax planning, investment planning, retirement planning, insurance planning, education planning and estate planning. In the event we are unable to provide needed expertise we consult with our trusted affiliates including local CPA firms and attorneys.
Zhang Financial knows that financial planning in an on-going, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.

“Open Architecture” Investment Platform:
As independent advisors we have access to thousands of mutual funds, ETFs, and alternative investments. Free from the constraint of proprietary products and investment banking relationships we are able to work with our clients to determine which investment options are best suited to their unique financial situation.

Competitive Rates and Pricing:
Zhang Financial offers their clients the opportunity to work on a fee-basis. This allows us to offer truly objective financial advice and align our goals with our client’s goal – growing your assets. Through LPL’s fee-based program we are able to adjust your investment portfolio without requiring you to pay any commissions. Most importantly, since annual fees are based on total assets under management, fee-based asset management ties our compensation directly to the performance of your account eliminating any conflicts of interest.

Exceptional Personal Service:
Zhang Financial offers exceptional personal service. Each client works directly with Charles Zhang when making important investment decisions. In addition, every client is assigned to a Client Services Manager. We are committed to accommodating our individual client’s needs and answering their important questions within 24 hours.

Credibility and Professionalism:
Charles Zhang has been a financial advisor for over 17 years. He is recognized nationwide for his expertise in the financial planning industry. Charles is the only advisor in the United States to be chosen as one of the Top Advisors by both Worth Magazine and Barron’s each year 2004-2007. In addition, Zhang Financial was selected by Research Magazine as the #1 Family Team in the nation 2005-2007.
Charles has appeared on CNBC’s Closing Bell and ETF Tracker, as well as Fox Business News and PBS. Mr. Zhang is often quoted in several national publications including: New York Times, Barron’s, Reuters, Dow Jones Newswire, Financial Planning Magazine, Research Magazine, and Detroit News. Lynn Chen-Zhang has also appeared on CNBC’s Power Lunch.

Minimum Investable Assets: $1 million

Net Worth of largest client: $75 million

Asset Under Management: $800 million

Toll Free: +1 888 777 0126

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.