Eugene Hsu is a CFP-designated registered investment advisor at Archer Pointe Wealth Management, LLC, based in Davis, CA, with 27 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 6 more. Their firm serves 87 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archer Pointe offers investment management as part of its Wealth Management service, which includes ongoing financial planning, or as a standalone service. The fee is a flat annual retainer, determined by the complexity of your situation, the number of accounts, the amount of assets, and the expected time required. There is a minimum annual retainer fee of $3,500 for Investment Management and $7,500 for Wealth Management, at the firm's discretion.
Contact
Eugene Hsu
Location
231 D Street, Suite D, Davis, CA, 95616
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Regulatory History
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 →Other Business Activities
Eugene is the Wrecking Crew Treasurer for Ben Ali Shrine. This activity is not investment-related.
Employment History
Current Registrations
Archer Pointe Wealth Management, LLC
Previous Registrations
Chamberlain Financial Planning & Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Securities Service Network, INC.Broker
Aig Financial Advisors, INC.Broker
Lucas Group Financial Planners, INC.
Sunamerica Securities, INC.Broker
Mony Securities CorporationBroker
State Registrations2 states
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.