EH
EH

Eric Hu

7 Years of Experience
Palo Alto, CA

Eric Hu is a registered investment advisor at H&h International Investment, LLC, based in Palo Alto, CA, with 7 years of industry experience. Eric 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 2 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$12.7B average
Assets Under Management
$25.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

H&H International Investment offers three fee options for managing your investments:

  • Up to 2.1% of the value of your portfolio per year.
  • 25% of the increase in your portfolio's value above 3% annually, for qualified clients only (those with at least $1.1 million managed by H&H or a net worth of at least $2.2 million).
  • 2.1% of the value of your portfolio per year, PLUS 25% of the increase in your portfolio's value.

These fees are negotiable. You can cancel the service with 30 days' notice. H&H requests clients provide 30 days advanced notice to withdraw or liquidate funds.

Loading...

Location

2479 E Bayshore Rd #120, Palo Alto, CA, 94303

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
H&h International Investment, LLC
April 2018 - Present · 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.
Eric Hu - Financial Advisor | TrueAdvisor