Amy Hu is a CFA-designated registered investment advisor at Grandeur Peak Global Advisors, based in Salt Lake City, UT, with 10 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 17 clients with $3.8B 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 | 0.70% |
Fees vary significantly by product and strategy. Standard separately managed account strategies range from 0.70% to 1.15% annually. Private investment funds range from 0.85% to 1.25%. Mutual fund annual fees range from 0.75% to 1.50%. Certain large institutional accounts have negotiated performance-based fee structures.
Fee Estimator
Location
136 S Main St, Ste 720, Salt Lake City, UT, 84101
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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.
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Amy is the trustee of the Hu Family Trust since 1999 and proprietor of Metropolitan Management since 2002, both related to her family's real estate business. Amy spends minimal time on these activities, and they do not typically occur during US securities trading hours.
Employment History
Current Registrations
Grandeur Peak Global Advisors
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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