Eugene Hsu is a CFP-designated registered investment advisor at Archer Pointe Wealth Management, LLC, based in Davis, CA, with 28 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 8 more. Their firm serves 104 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archer Pointe Wealth Management charges an ongoing annual retainer fee for investment management services, which is mutually agreed upon at the start and paid quarterly in advance.
- The minimum annual retainer fee for investment management is $3,500.
- While there is no strict account minimum, Archer Pointe notes that investment management may not be well-suited for accounts with less than $200,000 due to the minimum retainer fee.
- Fees are based on factors such as the complexity of your situation, the number of accounts, the amount of assets, and allocation complexity.
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.
Exams
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