Lei Zhang
Palm Springs Advisory · Beijing, China
Lei Zhang is a fee-only financial advisor at Palm Springs Advisory in Beijing, China. Palm Springs Advisory reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Palm Springs Advisory |
|---|---|
| Based in | Beijing, China |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $35.5M across 25 accounts |
| SEC registration | Investment adviser representative in DE · CRD 6875983 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.palmspringsadvisory.com |
How Lei's firm compares
- Palm Springs Advisory's average account is about $1.4 million, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Lei
Is Lei Zhang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lei holds no broker registration, and Palm Springs Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lei charge for financial advice?
Lei's firm, Palm Springs Advisory, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Lei Zhang based?
Lei Zhang is based in Beijing, China.
Is Lei Zhang registered with the SEC?
Yes. Lei Zhang is registered as an investment adviser representative in DE (CRD 6875983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palm Springs Advisory manage?
Palm Springs Advisory reports $35.5M across 25 accounts in assets under management.
How do I contact Lei Zhang?
Through Lei's website, www.palmspringsadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Palm Springs Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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