Lily Hsieh is a registered investment advisor at Hc Advisors LLC, based in Sandy Springs, GA, with 8 years of industry experience. Lily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 206 clients with $500M 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% |
Fees are subject to negotiation and based on a maximum of 0.375% per quarter (1.5% per annum). Alternatively, clients may pay a negotiated flat fee ranging from $100 to $25,000 per quarter.
Fee Estimator
Location
750 Hammond Drive, Building 1, Suite 200, Sandy Springs, GA, 30328
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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
Lily is the Chief Operating Officer (uncompensated) of Henning, Dowdy, Jones, LLC since 2019. This takes about 10-20% of her time, with approximately 10% of those hours occurring during trading hours.
Employment History
Current Registrations
Hc Advisors LLC
Previous Registrations
Stanford Group Company
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
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