Rebecca Wei is a CFA-designated registered investment advisor at Matisse Capital, based in Portland, OR, with 11 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 353 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee structure may be amended from time to time by Matisse upon 30-60 days’ prior written notice. Fees may be negotiable based on the amount of assets being managed or in some situations a fixed fee.
Fee Estimator
Location
15350 SW Sequoia Pkwy, Suite 260, Portland, OR, 97224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Matisse Capital
State Registrations1 state
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