I Jung Hsiao
Advisor at Halcyon Investment Advisor — Los Angeles, 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 65
Experience Industry experience
4 years
Location
Los Angeles, CA
Halcyon Investment Advisor
Supported
Total advisors
3Clients per advisor
24 LowAvg AUM per client
$681,119 TypicalHNW client ratio
0% Very LowI Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.
Based on Halcyon Investment Advisor
Based on Halcyon Investment Advisor
Fixed fee for financial planning services ranges from $1,000 to $5,000.
$0 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.2% $5,000,001 - $10,000,000: 1.1% $10,000,001 - $25,000,000: 1.0% $25,000,001+: 0.7%
Hourly fee for financial planning services ranges from $200 to $500 per hour; Family Office services billed hourly at $200 to $500 per hour for families below $20 million asset threshold.
Performance fees of 20-25% on returns exceeding 5% annually, with High-Water Mark applied for three years; only offered to non-US and qualified clients.
Account minimum: $1,200,000 Fee-only: Financial planning services charged hourly at $200 to $500 per hour; fixed fees for financial planning range from $1,000 to $5,000.
Los Angeles, CA
Los Angeles CA
Advisors at this office
3
California
4 years of industry experience
Halcyon Investment Advisor LLC
2022 - Present • 4 years
Los Angeles, CA
Alpha Helix Asset Management Company Limited
2019 - 2022 • 3 years
Taipei
Nanshan Life Insurance Company
2009 - 2019 • 10 years
Taipei
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
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Broker-dealer / trader
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Bank
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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.
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