Sherry
Hu
Simplicity Wealth
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About this Advisor
Sherry Hu is a financial advisor based in Pleasanton, California, working with Simplicity Wealth. Sherry has previously held positions at Simplicity Wealth, Beyond Academy, and Pg&E. Sherry is registered to provide services in California. Currently, Sherry is part of Simplicity Wealth, which operates out of Pleasanton, California. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sherry Hu Work History
Simplicity Wealth
Beyond Academy
Pg&E
Disclosures
Please visit the SEC profile of Sherry Hu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simplicity Wealth
Summit, NJ
Summit, NJ
Ville Platte, LA
Summit, NJ
Glastonbury, CT
Summit, NJ
Summit, NJ
Summit, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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