Wei Shao
Wei Shao is a CFA-designated registered investment advisor at Consonance Wealth Management, based in Los Gatos, CA, with 9 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Financial Planning & Coaching, and 3 more. Their firm serves 5 clients with $12M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable at Consonance Wealth's discretion.
Fee Estimator
Location
231 W. Main Street, Los Gatos, CA, 95030
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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 ActivitiesSells Insurance
Wei is a licensed insurance agent in California, operating as a sole proprietor. She dedicates a few hours per week to these activities during securities trading hours.
Employment History
Current Registrations
Consonance Wealth Management
State Registrations1 state
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