Felix Tseng is a CFA-designated registered investment advisor at Fht, LLC, based in Irvine, CA, with 23 years of industry experience. Felix operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $53M 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 | 1.50% |
For investors who do not meet the minimum requirements to pay an incentive allocation, FHT will charge an asset-based fee of 3%, with no incentive allocation. Investors with initial contribution dates before January 1, 2006, pay an asset-based fee of 1.0% per year. For investors with initial contribution dates later than January 1, 2006, the asset-based fee is 1.5% per year. FHT may, at its sole discretion, agree to a different asset-based fee for any investor.
Fee Estimator
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fht, LLC
State Registrations2 states
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