HL
HL

Hon Lai

2 Years of Experience
Kirkland, WA

Hon Lai is a registered investment advisor at Albatrox Capital, based in Kirkland, WA, with 2 years of industry experience. Hon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $5.0M1.00%
$5M+0.90%

Fees are generally negotiable.

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

Kirkland, 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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Other Business Activities

Hon is the 100% owner of Albatrox Holdings, LLC, which in turn owns Albatrox Woodlands, LLC. Hon passively manages the real estate portfolio owned by Albatrox Woodlands, dedicating minimal time to these activities.

Employment History
Current Registrations
Albatrox Capital
March 2024 - Present · 2 yrs 2 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.
Hon Lai - Financial Advisor | TrueAdvisor