Wei Cao is a CFP-designated registered investment advisor at Jwc Advisors, based in Bellevue, WA, with 5 years of industry experience. Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13 clients with $2.2M 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 - $1000K | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
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
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