Huayu Tsu Investment Management is an independent registered investment advisor founded in 2016 and located in Dublin, California. The firm provides discretionary portfolio management services tailored to the individual needs, risk profiles, and long-term objectives of select clients, including business owners, professionals, executives, retirees, and their families. Huayu Tsu Investment Management focuses on asset allocation strategies using low-cost exchange-traded funds to maximize expected returns while balancing each client's capacity to handle market risk. The firm operates with a $100,000 account minimum, though this amount may be negotiable based on client objectives and anticipated contributions. Client assets are held by independent custodians, and advisory fees are charged as a fixed annualized percentage of the assets under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are charged as a fixed annualized percentage of the assets under management, billed in arrears. Specific fee percentages are not explicitly stated in the brochure schedule.