Advisor at Archer Pointe Wealth Management, LLC
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Firm
Archer Pointe Wealth Management, LLC
Location
Davis, CA 95616
Credentials
CFP®, Series 63, Series 66
Industry experience
27 years
Eugene Hsu is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His prior roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he serves as the treasurer for the Ben Ali Shrine Wrecking Crew. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm follows a predominantly passive investment approach focused on diversified portfolios, tax efficiency, and tailored recommendations based on clients’ goals and risk tolerance.
Based on Archer Pointe Wealth Management, LLC
Based on Archer Pointe Wealth Management, LLC
Based on Archer Pointe Wealth Management, LLC
Financial plan fees can be fixed fees typically between $3,500 and $10,000; Retirement Plan Services billed on hourly or flat fee basis
Hourly planning and advising rates between $100 and $500 per hour, billed in 10-minute increments
Minimum fee: Investment Management minimum annual retainer fee of $3,500; Wealth Management minimum annual retainer fee of $7,500 (both at discretion of the firm) Fee-only: Financial planning fees typically between $3,500 and $10,000; hourly rates $100 to $500 per hour; Investment Management and Wealth Management fees are flat annual retainers paid quarterly, mutually agreed upon
231 D Street, Suite D
Davis, CA 95616
California · Texas
Archer Pointe Wealth Managment, Llc
2020 - Present (6 years)
Chamberlain Financial Planning & Wealth Management
2017 - Present (9 years)
Paragon Financial Services
2012 - 2017 (5 years)
Commonwealth Finacial Network
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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