Bing Cao
Bing Cao is a registered investment advisor at Sky Vision Wealth Management CORP., based in Irvine, CA, with 4 years of industry experience. Bing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 77 clients with $110M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $50.0M | 0.80% |
| $50M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
780 Roosevelt Unit 211, Irvine, CA, 92620
Get directionsHistory
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
Bing is the founder and CEO of Egret Wealth Group LLC, which provides life and health insurance sales and services. This activity takes about half of Bing's time.
Employment History
Current Registrations
Sky Vision Wealth Management CORP.
Previous Registrations
Platinum Eco Capital, LLC
Hercules Investments
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.