Wen Che
Wen Che is a registered investment advisor at Emerson Equity LLC, based in San Mateo, CA, with 7 years of industry experience. Wen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
155 Bovet Road, Suite 725, San Mateo, CA, 94402
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2026Customer Dispute
December 2025Other Business ActivitiesSells Insurance
Wen is a real estate agent with Pinnacle Real Estate Group since 2021, dedicating minimal time. Wen also works with Wonder Guard Insurance and Finance Agency and Grant Prospects Financial and Insurance, selling fixed index life insurance and annuities, spending a significant amount of time on these activities.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations5 states
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.