EW
EW
Ed Wei
12 Years of Experience
Newport Coast, CA
1 Disclosure
Ed Wei is a registered investment advisor at Wayup Wealth Building Group, based in Newport Coast, CA, with 12 years of industry experience. Ed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $6.6M in assets under management.
Compensation
N/A
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$412K average
Assets Under Management
$6.6M
Fee Structure
Investment management only (planning not offered)
WAYUP Wealth Building Group charges 10% of the current billing year's gains. If there are no gains, there is no fee. Family members are charged 5%. Fees are negotiable.
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Location
Newport Coast, CA
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Regulatory History (1)
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Regulatory
October 2013Final
Employment History
Current Registrations
Wayup Wealth Building Group
December 2013 - Present · 12 yrs 5 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.