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

    • Overview

    H&H International Investment, LLC operates as a financial advisor company headquartered in Menlo Park, California. The firm handles $920.1 million in total assets throughout three accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small team of two employees, of which 1 is a financial advisor. H&H International Investment, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, bonds and stocks.

    H&H International Investment, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without needing client consent. H&H International Investment, LLC manages about $306.7 million in assets for every account. An average financial advisor at H&H International Investment, LLC administers about three client accounts, placing it among the most individualized advisor firms in the country.

    H&H International Investment, LLC's central office is at 162 Constitution Dr, Menlo Park, California 94025. H&H International Investment, LLC is allowed to provide services to clients in the state of California.

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    162 Constitution Dr
    Menlo Park, CA 94025

    H&H International Investment, LLC by the Numbers

    Total Number of Employees

    2

    National Average: 4,943
    Total Number of Accounts

    3

    National Average: 2,522
    Average Account Size

    $306.7 million

    National Average: $1.3 million

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    Fee Structure

    Financial management fees usually vary depending on the type of financial services offered. However, fees charged by the firm likely consist of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

    Available

    • Offered by 75% 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 37% 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 3% 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 40% 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

    The firm works with high net worth investors. Out of its three clients, H&H International Investment, LLC's biggest client group by number of accounts 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 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 100% of its accounts reside abroad.

    • 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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    This content was compiled from the SEC and FINRA