Wei Ye
Advisor at Caskwise Capital Inc — Reno, NV
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.
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.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
19 years
Location
Reno, NV
Wei Ye is a CFP® with 19 years of experience in the financial services industry. He has worked at firms including Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and J.P. Morgan Securities LLC before joining Caskwise Capital Inc, where he currently serves as the sole advisor. Caskwise Capital Inc serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through structured engagements. The firm uses a combination of fundamental analysis and Monte Carlo planning techniques to customize investment strategies and typically operates with discretionary trading authority for managed accounts.
Based on Caskwise Capital Inc
Based on Caskwise Capital Inc
Fixed fee between $3,500 and $15,000 for One-Time Full Financial Plan based on complexity and client needs.
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $5,000,000: 0.50% annually Over $5,000,000+: 0.35% annually
Ongoing Financial Planning fixed annual fee of $4,800, paid quarterly at $1,200 per quarter.
Account minimum: $500,000 Fee-only: Fixed fees for financial planning: One-Time Full Financial Plan fee between $3,500 and $15,000; Ongoing Financial Planning fixed annual fee of $4,800 ($1,200 per quarter), complimentary if client has AUM with the firm.
Reno, NV
Reno NV
Advisors at this office
1
Nevada
19 years of industry experience
Caskwise Capital Inc.
2026 - Present • 1 year
Reno, NV
Caskwise Capital Inc
2025 - Present • 1 year
Reno, NV
Unemployed
2024 - 2025 • 1 year
Reno, NV
Fidelity Personal and Workplace Advisors
2018 - 2024 • 6 years
Boston, MA
Strategic Advisers LLC
2018 - 2018 • 1 year
Palo Alto, CA
FIDELITY Brokerage Services LLC
2017 - 2024 • 7 years
San Francisco, CA
J.P. Morgan Securities LLC
2016 - 2017 • 1 year
San Francisco, CA
PRUCO Securities, LLC.
2014 - 2015 • 1 year
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Is not active or affiliated with:
Insurance agent
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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