Jie Shen is a CFA-designated registered investment advisor at Jie Shen, CFA, based in palo alto, CA, with 8 years of industry experience. Jie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable in special circumstances.
Fee Estimator
Location
2625 Middlefield Rd #229, palo alto, CA, 94306
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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 →Other Business Activities
Jie is employed by Google as a North America Operation lead, managing customer support and relationships with support centers. This role takes nearly all of Jie's time during securities trading hours.
Employment History
Current Registrations
Jie Shen, CFA
State Registrations1 state
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