Wei Cao is a CFP-designated registered investment advisor at Jwc Advisors, based in Bellevue, WA, with 6 years of industry experience. Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 10 clients with $2.6M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Accounts for the same household are aggregated when possible.
Fee Estimator
Location
Bellevue, WA
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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 works full-time as a Director of Supply Chain Planning at Chewy. Wei also works as an insurance agent and real estate agent, each taking about 10-20% of their time, and is a managing member of Washington Alliance L.L.C., dedicating minimal time to it.
Employment History
Current Registrations
Jwc Advisors
State Registrations1 state
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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