Shufan Cao
Shufan Cao is a CFP-designated registered investment advisor at Silver Oak Wealth Advisors Services, LLC, based in Los Angeles, CA, with 16 years of industry experience. Shufan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 142 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management services, Silver Oak charges up to 1.25% of your portfolio annually, billed quarterly in advance. For wealth management, which includes ongoing financial planning, transition planning, and investment management, Silver Oak typically requires a combination of an annual fixed fee up to $60,000, depending on complexities, and an annual asset-based fee up to 1.00% of assets under management and assets under advisement on amounts over $1 million. In certain cases, Silver Oak may only require the annual fixed fee.
Location
10940 Wilshire Blvd, Suite 975, Los Angeles, CA, 90024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Silver Oak Wealth Advisors Services, LLC
Previous Registrations
Silver Oak Wealth Advisors
State Registrations2 states
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