HH
CFA
HH
CFA

Hsiaoping Hua

8 Years of Experience
Boston, MA

Hsiaoping Hua is a CFA-designated registered investment advisor at Qtron Investments LLC, based in Boston, MA, with 8 years of industry experience. Hsiaoping operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
9 clients
Average Client Portfolio
$118.4M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 Milk Street, 16th Fl, Boston, MA, 02109

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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.

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Employment History
Current Registrations
Qtron Investments LLC
July 2017 - Present · 8 yrs 10 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
Hsiaoping Hua - Financial Advisor | TrueAdvisor