Huayu Tsu Investment Management (HTIM) is an independent investment advisory firm serving individuals and families since 2016. HTIM offers portfolio management, creating investment programs tailored to client risk profiles and objectives. HTIM also provides investment consulting services. HTIM manages client accounts with the authority to make trades without asking first.
Assets Under Management$1.3M
Clients3
Advisors1
Avg. per Client$430K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. Minimum annual fee of $2,000 for new clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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