Alan Chu
Alan Chu is a registered investment advisor at Global View Capital Management LLC, based in Honolulu, HI, with 5 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M 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 - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
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
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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