Huy Trieu is a CFP-designated registered investment advisor at Key Focus Wealth LLC, based in San Ramon, CA, with 23 years of industry experience. Huy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable based on historical relationships, asset types, account composition, and anticipated future assets. Total fees will never exceed 3% per year.
Fee Estimator
Location
2603 Camino Ramon, Suite 418, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2014Employment History
Current Registrations
Key Focus Wealth LLC
Previous Registrations
Bellwether Capital Management LLC
Strategic Advisers, INC.
Waddell & Reed, INC.
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.
Exams
More Advisors
- Cody Smith, CFPRaymond James Financial Services Advisors, INC
- Justin Patellaro, CFA, CFPMoney Concepts Advisory Service
- Michael Tomren, CFP, ChFCLPL Financial LLC
- Pamela Jacobs, CFPMonvia Financial L.P.
- Raymond Tan, ChFCCalifornia Financial Advisors
- Timothy Raftis, CFPInsight Wealth Strategies, LLC