Richard Seapy is a registered investment advisor at Glacier Point Advisors, LLC, based in Tustin, CA, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range between 0.50% and 2.00% annually. Total management fees paid shall never exceed an annualized rate of 2.00%. Fees may be negotiable for special circumstances.
Fee Estimator
Location
2522 Chambers Road, Suite 206, Tustin, CA, 92780
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Regulatory 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
Glacier Point Advisors, LLC
Previous Registrations
Glacier Point Capital LLC
Glacier Point Capital LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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