Hengfu Hsu
Hengfu Hsu is a registered investment advisor at Analytic Investment Management LLC, based in Cupertino, CA, with 18 years of industry experience. Hengfu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 6 clients with $7.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Analytic Investment Management charges a percentage of your portfolio each year for investment management. The fee schedule is not negotiable for individual clients, but exceptions may be made under special circumstances. Complete portfolio fee schedules are in Appendix C.
Location
Cupertino, CA
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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 ActivitiesSells Insurance
Hengfu is a California insurance agent since 2006, spending minimal time per month on insurance services. This activity is not investment-related.
Employment History
Current Registrations
Analytic 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.