LZ
CFP

Lily Haili Zhang

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
22 clients
Average Client Portfolio
$17.4M average
Assets Under Management
$382.2M

Fee Structure

Financial Planning:Included in AUM fee

Seven Mile Advisory charges fees based on a percentage of assets under management (AUM) or a fixed flat fee. AUM fees range up to 0.85% annually, assessed quarterly in advance. Fixed flat fees increase annually by an inflation adjuster, typically 3%. Consulting services are also available for a fee. Clients may incur additional charges from third parties like broker-dealers and custodians.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingHigh Net Worth
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Advisor Information

Office location

100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Seven Mile Advisory LLC
February 2025 - Present · 11 mos
Previous Registrations
Westmount Partners, LLC
November 2020 - November 2024 · 4 yrs
Gurtin Municipal Bond Management
September 2019 - March 2022 · 2 yrs 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Lily Haili Zhang - Financial Advisor | AdvisorDiscover