AG
AG
Andrew Glatzel is a registered investment advisor at Seacap Advisors, LLC, based in Honolulu, HI, with 18 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 15 clients with $31M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$31.2M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3615 Harding Ave, Suite 402, Honolulu, HI, 96816
Get directionsHistory
Regulatory History (1)
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Criminal
September 1987Final Disposition
Employment History
Current Registrations
Seacap Advisors, LLC
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
September 2009 - November 2015 · 6 yrs 2 mos
Edward Jones
January 2008 - September 2009 · 1 yr 8 mos
State Registrations2 states
HITX
Advisor
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Exams
No exam information available for this advisor.