Weishen Wang is a CFA-designated registered investment advisor at Ww Consulting, based in North Charleston, SC, with 2 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, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 5.00% |
| $10K - $50K | 0.50% |
| $50K - $100K | 0.25% |
| $100K - $500K | 0.20% |
| $500K - $1.0M | 0.15% |
| $1.0M - $2.0M | 0.06% |
| $2M+ | 0.03% |
Fees are billed quarterly in arrears. The first tier represents a flat quarterly fee of $125 for accounts up to $10,000, annualized for the schedule.
Fee Estimator
Location
North Charleston, SC
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
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
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
More Advisors
- Kristiana Daniels, CFPFiduciary Financial Advisors
- Anthony Pope, ChFCState Farm Investment Management CORP.
- Bryan Quinn, CFPLPL Financial LLC
- Thomas Blottenberger, CFP, ChFCFirst Financial Coaching, INC.
- David Kornegay, CFPVALIC Financial Advisors, INC.
- Joseph Diamond, CFPVALIC Financial Advisors, INC.