Lei Zhang
Advisor at Palm Springs Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
7 years
Location
Remote
Palm Springs Advisory LLC
Independent
Total advisors
1Clients per advisor
20 TypicalAvg AUM per client
$1,666,411 Very HighHNW client ratio
90% Very HighAbout
Lei Zhang is a financial advisor at Palm Springs Advisory LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Panorama Capitals LLC. Outside of financial advising, he is the owner and general manager of Changsha Jiutu Hancheng Information Technology Co., Ltd, where he acts as product manager and oversees overall operations. Palm Springs Advisory LLC provides portfolio management and consulting services to a diverse client base including U.S. and non-U.S. individuals and institutions. The firm develops customized investment strategies that incorporate a range of approaches, including structured notes and actively managed equity models, and offers both discretionary and non-discretionary account management.
Expertise
Based on Palm Springs Advisory LLC
Active portfolio management
Tax-loss harvesting
Wealth management
Fee options
Fixed project fee for consulting services (amount stated in separate written engagement)
$0 - $1,000,000: 2.0% $1,000,001 - $5,000,000: 1.75% Over $5,000,000+: 1.5%
Up to $500 per hour for consulting services
Up to 20% of eligible gains, negotiable, charged only to certain qualified clients or non-U.S. residents
Account minimum: $100,000
Most active in
Lei Z has reported serving >5 clients in these states in the last 12 months.
Delaware
Work history
7 years of industry experience
Palm Springs Advisory LLC
2019 - Present • 7 years
Beijing
Panorama Capitals LLC
2017 - 2019 • 2 years
Beijing
Changsha Jiutu Hancheng Information Technology Co., Ltd
2015 - Present • 11 years
Liuyang
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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