Wenjing He
Wenjing He is a registered investment advisor at Wen Capital Advisory Group, INC., based in El Cerrito, CA, with 16 years of industry experience. Wenjing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 61 clients with $38M 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 $100K | 2.30% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.35% |
Fees are negotiable and may be lower than the rate schedule.
Fee Estimator
Location
11100 San Pablo Ave, Suite 210, El Cerrito, CA, 94530
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2012Employment Separation After Allegations
April 2011Other Business ActivitiesSells Insurance
Wenjing works as an insurance agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Wen Capital Advisory Group, INC.
Previous Registrations
Financial Network Investment Corporation
Edward Jones
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.