Han Assets Management operates as an outsourced chief investment officer, helping clients design high-level asset allocation strategies, write investment policy statements, and select and monitor third-party institutional money managers who handle day-to-day trading. Han Assets Management does not pick individual stocks or execute trades directly, but rather coordinates across separate managers and provides consolidated reporting and cash management oversight. The firm tailors its guidance to each client's specific goals and restrictions. In addition to investment oversight, Han Assets Management offers hourly financial planning and consulting services. The firm is managed by Dafu Han and is based in Venice, California.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are calculated on end-of-period asset values and billed quarterly in arrears. Advisory fees are in addition to third-party manager fees; total combined fees will not exceed 3% annually.