AS
AS

Andrew Selu

9 Years of Experience
Sells Insurance

Andrew Selu is a registered investment advisor at Prime Capital Financial, based in Los Angeles, CA, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)

Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.

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Location

6303 Owensmouth Avenue - 10th Floor, Office# 1042, Los Angeles, CA, 91367-2263

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew co-owns two e-commerce stores with his wife, dedicating a few hours per week. He is also a partner in CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC, spending minimal time on this. Additionally, Andrew is an insurance agent selling fixed insurance products through PCRM, LLC, taking a few hours per week.

Employment History
Current Registrations
Prime Capital Financial
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Edelman Financial Engines
June 2022 - December 2024 · 2 yrs 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2022 · 3 yrs 11 mos
Strategic Advisers LLC
February 2018 - July 2018 · 5 mos
Fidelity Brokerage Services LLCBroker
September 2016 - June 2022 · 5 yrs 9 mos
E*trade Securities LLCBroker
January 2014 - March 2014 · 2 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.