MH
MH

Michael Hsu

18 Years of Experience
Alameda, CA

Michael Hsu is a registered investment advisor at Asia Global Asset Management, INC, based in Alameda, CA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Asia Global Asset Management does not directly manage your investments. Instead, they help you select a third-party advisor. The fees you pay depend on which third-party advisor you choose.

For example, if you use Matson Money, the annual fee is:

  • 1.40% on assets from $50,000 to $500,000
  • 1.20% on assets from $500,000 to $1,000,000
  • 1.00% on assets over $1,000,000

Fees are negotiable and may be lower. You can end the agreement at any time and receive a refund for any unearned fees.

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Location

1024 Santa Clara Avenue, Alameda, CA, 94501

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is the founder and president of Center for Marketplace Ministries, a non-profit organization training Christian entrepreneurs, since 2016. This activity is not investment-related and takes about half of his time.

Employment History
Current Registrations
Asia Global Asset Management, INC
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Vision Wealth Management, INC.
January 2016 - December 2016 · 11 mos
State Registrations3 states
CANJNY
Advisor

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
No exam information available for this advisor.