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Andrew Hakim

1 Year of Experience
Grand Rapids, MI

Andrew Hakim is a registered investment advisor at Hughes Family Capital, LLC, based in Grand Rapids, MI, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Advisory fee is negotiable depending on individual client circumstances and financial objectives. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Grand Rapids, MI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hughes Family Capital, LLC
January 2026 - Present · 4 mos
Eagle Point Capital LLC
October 2024 - Present · 1 yr 7 mos
State Registrations3 states
ILMITX
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.