BH
CFA
BH
CFA

Brian Ing Pu Hsieh

15 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
108 advisors
Number of Clients
1,638 clients
Average Client Portfolio
$972K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1M+0.01%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500
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Location

400 North Roxbury Dr., 6th Floor, Beverley Hills, CA, 90210

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
City National Securities, INC.
April 2022 - Present · 3 yrs 10 mos
City National Securities, INC.Broker
April 2022 - Present · 3 yrs 10 mos
City National Securities, INC.
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cnr Securities, LLCBroker
December 2021 - April 2022 · 4 mos
City National Rochdale
October 2019 - April 2022 · 2 yrs 6 mos
Wells Fargo Investments, LLC
March 2002 - May 2005 · 3 yrs 2 mos
Wells Fargo Investments, LLCBroker
February 2002 - May 2005 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 1995 - January 2002 · 6 yrs 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.