Wei Tian is a CFA-designated registered investment advisor at Wahdy Capital, based in San Francisco, CA, with 3 years of industry experience. Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wahdy Capital's investment management fees are based on a percentage of the value of your portfolio and are charged monthly. Some investors may be charged a performance fee, which is a percentage of the profits earned. The firm is competitive in pricing and normally charges between 1% and 2% for its services. Fees may be negotiable.
Location
50 California St, 15th Floor, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wei works part-time as an assistant for Investia Financial Service Inc., a mutual fund investment service provider, since 2021. Wei spends about 10-20% of their time maintaining client relationships, replying to emails and phone calls, and updating client information.
Employment History
Current Registrations
Wahdy Capital
State Registrations1 state
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