Wei Zhao
Advisor at Phoenix Investment
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Phoenix Investment
Location
San Ramon, CA 94583
Credentials
Series 65
Industry experience
6 years
About
Wei Zhao is a financial advisor at Phoenix Investment in San Ramon, CA, holding a Series 65 designation with six years of industry experience. He has worked at Phoenix Investment since 2018 and serves as president of CAC Pension, a non-fiduciary actuarial consulting and third-party administration service. In this role, he oversees plan design, annual valuation, administration, and government filings. Phoenix Investment is a small independent registered investment adviser providing tailored, non-discretionary portfolio management and pension consulting to individual investors, corporations, and employee benefit plans. The firm emphasizes non-discretionary advice and pension consulting services, supported by its affiliation with an actuarial and pension-administration affiliate.
Fee options
Flat fees for pension consulting negotiated on a case-by-case basis ranging from 0.25% to 1.50% of plan assets
$1 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.5% $5,000,001+: 0.25%
Location
111 Deerwood Rd, Ste 325
San Ramon, CA 94583
Most active in
Wei Z has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · Texas
Work history
Phoenix Investments
2018 - Present (8 years)
CAC Pension
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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