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Maosong Fu

3 Years of Experience
Foster City, CA

Maosong Fu is a registered investment advisor at Tianhu Investments, based in Foster City, CA, with 3 years of industry experience. Maosong 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 8 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$23.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Tianhu Investments charges a management fee based on a percentage of your portfolio's value. The specific percentage is negotiable and depends on factors like the amount you invest and the risk/return profile of your investments. Tianhu Investments also may charge a performance-based fee, calculated as a percentage of your portfolio's net profits. These fees are only assessed to clients with a net worth of at least $2.2 million (excluding their primary residence) or at least $1.1 million invested with Tianhu Investments.

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Location

Foster City, CA

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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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Other Business Activities

Maosong works as a Software Engineer at Samsung Research America, designing and developing big data software. This role takes nearly full-time hours.

Employment History
Current Registrations
Tianhu Investments
August 2022 - Present · 3 yrs 9 mos
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.
Maosong Fu - Financial Advisor | TrueAdvisor