Wei Zhao is a registered investment advisor at Phoenix Investment, based in San Ramon, CA, with 6 years of industry experience. Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 93 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
111 Deerwood Rd, Ste 325, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Wei is the President of CAC Pension, a non-fiduciary actuarial consulting and third-party administration service. Wei dedicates about 10-20% of their time to overseeing and supervising CAC, which provides services such as plan design, valuation, and government form preparation.
Employment History
Current Registrations
Phoenix Investment
State Registrations3 states
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