Wei Wang is a CFA, CFP-designated registered investment advisor at Triple Summit Advisors, LLC, based in Newton, MA, with 9 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 172 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triple Summit Advisors offers several investment strategies with different fees:
- Global Asset Allocation: 0.65% per year of your portfolio.
- Global Compounding Quality: 1% per year of your portfolio.
- Global Opportunistic & Event Driven: 1.5% per year of your portfolio. Qualified clients may elect to pay a performance fee of 15% of the profits generated.
- Global Quantitative Factor Investing: 1% per year of your portfolio.
- Held Away Accounts: 0.65% per year of your portfolio.
Fees are billed quarterly. Lower fees may be negotiable based on the amount you invest.
Location
7 Playstead Road, Unit 1, Newton, MA, 02458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Triple Summit Advisors, LLC
State Registrations6 states
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