Wei Ye is a CFP-designated registered investment advisor at Caskwise Capital INC, based in Reno, NV, with 19 years of industry experience. Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Flat rate breakpoint fee schedule where the entire portfolio is charged the same fee percentage. Fees are negotiable.
Fee Estimator
Location
Reno, NV
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Caskwise Capital INC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
World Group Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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