Weishen Wang is a CFA-designated registered investment advisor at Ww Consulting, based in North Charleston, SC, with 1 years of industry experience. Weishen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WW Consulting charges a quarterly fee based on the amount of your investments. The fee is calculated as follows:
- Up to $10,000: $500/4
- $10,001 - $50,000: $500 + (($ amount you invested - $10,000) * 2.00%)/4
- $50,001 - $100,000: $1,300 + (($ amount you invested - $50,000) * 1.00%)/4
- $100,001 - $500,000: $1,800 + (($ amount you invested - $100,000) * 0.80%)/4
- $500,001 - $1,000,000: $5,000 + (($ amount you invested - $500,000) * 0.60%)/4
- $1,000,001 - $2,000,000: $8,000 + (($ amount you invested - $1,000,000) * 0.24%)/4
- Over $2,000,000: $10,400 + (($ amount you invested - $2,000,000) * 0.12%)/4
Location
North Charleston, SC
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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
Weishen is the founder of Win-Win Bridge International, LLC, consulting on taxation compliance, insurance, and investment. The filing does not specify the amount of time Weishen dedicates to this activity.
Employment History
Current Registrations
Ww Consulting
State Registrations1 state
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