Hsun Shih
Hsun Shih is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Francisco, CA, with 26 years of industry experience. Hsun is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
360A West Portal Avenue, San Francisco, CA, 94127
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Hsun is an associate/employee at West Portal Financial Group, LLC, working as a financial advisor. This takes about half of Hsun's time, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 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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