Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable and discounts must be approved by senior management.
Fee Estimator
Team Hewins charges an annual fee based on a percentage of assets under management. For standard investment advisory services, fees are tiered (see table above). Basic financial planning services are included. Specific consulting services may require a separate agreement and fee. The firm typically charges a minimum fee of $625 per quarter but reserves the right to waive it. Financial planning and consulting fees range from $3,000 to $10,000 annually or $350 to $400 per hour.
Areas of Practice
Advisor Information
Office location
203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065
Get directionsContact
Thuong Thanh ThienRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Team Hewins, LLC
Previous Registrations
Hewins Brokerage Services, LLCBroker
Valmark Securities, INC.Broker
Hewins Financial Advisors, LLC
Mid Atlantic Capital CorporationBroker
Cantella & Co., INC.
Cantella & Co., INC.Broker
State Registrations2 states
Exams
Additional Information
I graduated from UCLA with a Bachelor of Arts in Economics, minors in Global Studies and Southeast Asian Studies, and thereafter earned my Certificate of Personal Financial Planning. While at UCLA, I worked at the international school assisting a diverse group of international students in exploring educational opportunities and American culture; a commitment to service is very important to me.