Unclaimed
Jiaxuan Zhuang is an investment advisor representative with MZ Capital, LLC, an investment advisor headquartered in Bethesda, MD. Jiaxuan Zhuang is registered with the state of Maryland, Virginia, and the District of Columbia. Jiaxuan Zhuang has been in the industry since February 2005. MZ Capital, LLC focuses on providing financial planning, pension consulting, and portfolio management for individuals. The firm manages assets for 450 clients, with approximately $132,361,225 in assets under management. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets. The firm primarily manages the assets of individuals and high-net-worth individuals. The firm also publishes periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
06/26/2007 - Present
MZ Capital, LLC (BETHESDA MD)
IA
Issued 04/02/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jiaxuan Zhuang is the right advisor for you? Invested Better is here to help.