H&H International Investment, LLC

CRD#292451
Investment Advisor Firm

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Learn more about H&H International Investment, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    H&H International Investment, LLC operates as an advisory company located in Palo Alto, California. It handles $920.1 million in assets throughout three accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). H&H International Investment, LLC has a small group of two employees, of which 1 is a financial advisor. H&H International Investment, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like stocks, options and bonds.

    H&H International Investment, LLC oversees all of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments without requiring the client's permission. The advisory firm supervises an average of $306.7 million for each customer account. The typical advisor at H&H International Investment, LLC manages about three client accounts, placing it among the most individualized firms in the country.

    H&H International Investment, LLC's central office is at 2479 E Bayshore Rd #120, Palo Alto, California 94303. The company is allowed to serve investors in the state of California.

    Assets Under Management

    $920.1 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    2479 E Bayshore Rd #120
    Palo Alto, CA 94303

    H&H International Investment, LLC by the Numbers

    Total Assets Under Management

    $920.1 million

    National Average: $3.3 billion
    Total Number of Employees

    2

    National Average: 31
    Total Number of Accounts

    3

    National Average: 1,935
    Average Account Size

    $306.7 million

    National Average: $1.7 million

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    Fee Structure

    Fees charged by financial advisors are based on which services are offered. However, fee types billed by H&H International Investment, LLC may include any combination of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 72% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 17% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 35% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 2% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 1% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 39% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 12% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    H&H International Investment, LLC caters to high net worth investors. Out of its three accounts, H&H International Investment, LLC's biggest client type is high net worth investors, though it also serves one high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 100% of the firm's customers are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 100%
    • Other Individuals - 0%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    H&H International Investment, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at H&H International Investment, LLC

    Eric Hu
    Palo Alto, CA

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    This content was compiled from the SEC and FINRA