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Halcyon Investment Advisor

Updated today

Client assets under management

$49,721,708

Clients

73

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$681,119

About

Halcyon Investment Advisor, LLC is a fee‑only registered investment adviser that provides discretionary and non‑discretionary portfolio management, hourly financial planning, and family‑office services to individuals, families, trusts, foundations and similar entities; the firm reports roughly $50 million in discretionary assets and three investment professionals. Like many supported firms, it charges asset‑based advisory fees and prepares an Investment Policy Statement for each client to document goals, time horizon and risk tolerance.

The firm combines fundamental, cyclical and quantitative analysis to implement diversified, global asset allocation and risk‑management strategies, with continuous monitoring and formal account reviews at least quarterly. Halcyon also offers client education through seminars and workshops and coordinates multidisciplinary implementation when providing family‑office services.

What distinguishes Halcyon among peers is its explicit focus on cross‑border clients and fee arrangements: the firm makes performance‑based fee structures available to non‑U.S. residents and qualified clients and applies multi‑year high‑water‑mark procedures for those arrangements. It is affiliated with a Taiwan‑based research partner that supplies macroeconomic and quantitative research, and its family‑office offerings emphasize governance, education planning, liquidity oversight and a global allocation mindset that may include exposure to illiquid alternatives.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Family Business College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fee for financial planning services ranges from $1,000 to $5,000

Percentage

$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% Amount over $25,000,000+: 0.7%

Project-based

Financial planning services hourly fee ranges from $100 to $300; Family Office services billed hourly at $200 to $500 for clients under $15 million

Performance-based

Performance fees of 20-25% on returns exceeding 5% annualized for non-US clients and Qualified Clients, subject to high-water mark over 3 years

Other

Account minimum: $1,200,000 Fee-only: Financial planning services charged hourly at $100 to $300 per hour, negotiable; fixed fees ranging from $1,000 to $5,000 also available for financial planning services

Main office location

Halcyon Investment Advisor

Los Angeles CA, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

I Jung H

Series 65

Los Angeles, CA

Halcyon Investment Advisor

I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with four years of industry experience. He holds a Series 65 credential and previously worked at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor provides fee-only investment management and financial planning primarily to individual clients, using a blend of fundamental, cyclical, and quantitative analysis with an emphasis on downside and tail-risk considerations. The firm manages assets internally, offers a range of strategies including long-term holdings and options, and maintains a small advisory team with a pronounced international orientation.

Wealth management Family Business College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Hui Chiung T

Series 65

Los Angeles, CA

Halcyon Investment Advisor

Hui Chiung Tseng is a financial advisor at Halcyon Investment Advisor with a Series 65 designation and two years of industry experience. Prior to joining Halcyon, she worked at JPMorgan Asset Management in Taiwan for five years and has additional experience with CL Securities Taiwan and self-employed roles. Halcyon Investment Advisor provides fee-only investment management and financial planning primarily to individual clients, using a combination of fundamental, cyclical, and quantitative analysis with an emphasis on downside and tail-risk considerations. The firm has an international orientation and manages all client assets internally with continuous monitoring and formal quarterly reviews.

Wealth management Family Business College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Margy L

Series 65

Los Angeles, CA

Halcyon Investment Advisor

Margy Lin is a financial advisor at Halcyon Investment Advisor with four years of industry experience. She holds a Series 65 designation and has previously worked at Alpha Helix Asset Management, ZK Investment, RLAP Inc., Jade Enterprises, and Nan Shan Life Insurance Company. Halcyon Investment Advisor provides fee-only investment management and financial planning primarily to individual clients, combining fundamental, cyclical, and quantitative analysis with an emphasis on downside and tail-risk considerations. The firm manages assets internally, offers a broad range of strategies, and maintains a pronounced international orientation through its affiliation with a Taiwan-based research member.

Wealth management Family Business College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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