Wei Qiao
Wei Qiao is a CFA-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Bloomington, MN, with 7 years of industry experience. Wei is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 616 clients with $470M 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 | 2.00% |
Annual fees are up to 2% of assets under management and are negotiable. RBC wrap programs range from 0.10% to 0.45%. Certain third-party strategist fees may apply in addition.
Fee Estimator
Location
3601 Minnesota Dr., Ste. 660, Bloomington, MN, 55435
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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
Wei is the Treasurer (non-board member) of Lapistone Trust LLC, a professional trust institution in South Dakota providing services to Chinese clients. Wei dedicates about 10-20% of their time to managing the company's funds and securities, including approximately 8 hours per month during securities trading hours.
Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Van Clemens & CO. IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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