Patrick Hsu is a registered investment advisor at Hawkeye Investment Management LLC, based in Demarest, NJ, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Qualified investors (net worth of at least $1.5 million or an account size of at least $750,000) can opt for a performance-based fee of 20% of profit on a quarterly basis instead of the AUM fee.
Fee Estimator
Location
Demarest, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a realtor in New Jersey with Volpe & Volpe since 2000, focusing on real estate sales. This activity requires a few hours per week.
Employment History
Current Registrations
Hawkeye Investment Management LLC
Previous Registrations
Hawkeye Investment Management LLC
State Registrations1 state
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.