Alan Chu is a registered investment advisor at Global View Capital Management LLC, based in Honolulu, HI, with 4 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
1441 Kapiolani Boulevard #912, Honolulu, HI, 96814
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Alan owns a wholesale jewelry business that his mother oversees, requiring minimal time. He is also the President and a general insurance agent at Innovation Financial Group Inc., and an insurance agent for Experior Financial Group, Inc., marketing and selling life products and annuities, and an independent contractor for Global View Capital Advisors, LLC, marketing insurance and advisory services; each of these roles take about a quarter of his time.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Acrylic Financial, INC.
Alphastar Capital Management, LLC
State Registrations1 state
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