Hengfu Hsu
Advisor at Analytic Investment Management LLC — Cupertino, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
18 years
Location
Cupertino, CA
Analytic Investment Management LLC
Independent
Total advisors
1Clients per advisor
6 LowAvg AUM per client
$1,246,959 HighHNW client ratio
100% Very HighHengfu Hsu is the sole advisor at Analytic Investment Management LLC in Cupertino, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Analytic Investment Management since 2007 and previously at Xunuo USA Holdings, Inc. from 2017 to 2018. Outside of his advisory role, Hsu is a licensed California insurance agent and provides insurance services separately from his investment business. Analytic Investment Management LLC offers fee-based wealth management and discretionary portfolio management primarily to high-net-worth individuals and institutional clients. The firm employs a proprietary, algorithm-driven investment approach focused on risk management and active trading across various securities, maintaining a concentrated client base with strict personal-trading policies and no custody of client assets.
Based on Analytic Investment Management LLC
Project-based fees for wealth management advice, negotiable and quoted in advance.
$0+: Not explicitly stated; see Appendix C for complete portfolio fee schedules $1,000,000+: Eligible clients with $1,000,000 minimum investment may elect performance-based fees instead of percentage of AUM fees
$120 per hour for online meetings; $180 per hour for face-to-face meetings for wealth management advice clients.
20% quarterly performance fee on capital appreciation with a 10-year high water mark for qualified clients with at least $1,000,000 invested.
Account minimum: Minimum investment amount requirements vary by portfolio as listed in Appendix C; a specific example is $1,000,000 minimum investment for performance-based fee clients. The Adviser may waive or lower minimums at its sole discretion. Fee-only: Investment management fees charged as a percentage of assets under management, with complete fee schedules in Appendix C; fees are not negotiable except in special circumstances.
Cupertino, CA
Cupertino CA
Advisors at this office
1
California
18 years of industry experience
Xunuo USA Holdings, Inc.
2017 - 2018 • 1 year
Santa Clara, CA
Analytic Investment Management LLC
2007 - Present • 19 years
Cupertino, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")