Jon Hsu is a CFP-designated registered investment advisor at Truevector Wealth Advisors, based in Parker, CO, with 7 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Basic Investment Management: We charge an annual fee of 0.50% of assets under management, up to a maximum of $10,000 per year. Specialized Investment Management: We charge an annual fee of 1.00% of assets under management, up to a maximum of $30,000 per year.
Fee Estimator
Location
Parker, CO
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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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Jon is a stockholder in Green Hills Software, a software development company, since 1999. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Truevector Wealth Advisors
Previous Registrations
Griffin Black, LLC
State Registrations1 state
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