Che-Wei Hsu is a CFA-designated registered investment advisor at A7 Management, based in Irvine, CA, with 8 years of industry experience. Che-Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Market-Timing Execution Services: A monthly fee ranging from $1,000 to $5,000 per client account, depending on the complexity and frequency of trading activity requested by the client.
- Portfolio Monitoring Services: A monthly fee ranging from $500 to $5,000 per client account, based on the scope of monitoring and the size of the portfolio.
- Research Services: Fees range from $100 to $3,000 per project, depending on the size and complexity of the research request. This may include fundamental analysis of equities, macro analysis, or due diligence on investment strategies or managers.
One-Time Plan:$100 - $5,000
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Location
Irvine, CA
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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.
Learn about disclosures →Employment History
Current Registrations
A7 Management
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Lighthorse Asset Management, LLC
November 2017 - December 2025 · 8 yrs 1 mo
State Registrations1 state
CA
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.