Brian Hsieh
Brian Hsieh is a CFA-designated registered investment advisor at RBC Securities, INC., based in Beverly Hills, CA, with 16 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,451 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Rates shown are for growth-oriented strategies. Fixed income and conservative strategies charge 0.80% on the first $1M and 0.65% on amounts over $1M. Fees are negotiable in certain circumstances.
Fee Estimator
Location
400 N. Roxbury Dr., 2nd FLOOR, Beverly Hills, CA, 90210
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Regulatory History (1)
Judgment / Lien
July 2026Employment History
Current Registrations
RBC Securities, INC.
RBC Securities, INC
RBC Securities, INCBroker
Previous Registrations
Cnr Securities, LLCBroker
City National Rochdale
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Morgan Stanley Dw INC.Broker
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
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