HN
HN

Hieu Nguyen

8 Years of Experience
Redmond, WA

Hieu Nguyen is a registered investment advisor at Xstar Fund Management LLC, based in Redmond, WA, with 8 years of industry experience. Hieu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$39.5M average
Assets Under Management
$39.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

This fee schedule is for separately managed accounts. Fees are negotiable. The firm also manages the XSTAR Value Fund LP, which has different fee structures: 1% annually for Class A Limited Partners (Qualified Clients) and 2% annually for Non-Qualified Investors (accredited investors).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Redmond, WA

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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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Employment History
Current Registrations
Xstar Fund Management LLC
September 2017 - Present · 8 yrs 8 mos
State Registrations1 state
WA
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.
Hieu Nguyen - Financial Advisor | TrueAdvisor