Sherry Hu is a CFP-designated registered investment advisor at Simplicity Wealth, based in Pleasanton, CA, with 2 years of industry experience. Sherry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
4695 Chabot Drive, Suite 200, Pleasanton, CA, 94588
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sherry is an insurance agent and EPG member for Simplicity Life and Annuity, receiving commissions. She is also the CEO of Global Greenlife Inc., providing college admission counseling, college planning, financial aid application services, IUL, and annuity services, taking about half of Sherry's time. Additionally, Sherry is a City Council Member for the City of Dublin, dedicating about 10-20% of her time.
Employment History
Current Registrations
Simplicity Wealth
State Registrations1 state
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