Glacier Point Advisors provides professional portfolio management and investment advisory services to individuals, families, corporations, charitable foundations, pension plans, trusts, and estates. Founded in May 2015 and based in Tustin, California, the firm is 100% employee-owned, with Managing Member Richard Seapy holding the majority interest. Glacier Point Advisors offers discretionary investment management across a wide range of securities, including stocks, bonds, exchange-traded funds, options, real estate investment trusts, and certificates of deposit. The firm tailors its portfolios to meet various client investment objectives, offering strategies ranging from conservative income generation to aggressive growth and speculation. Glacier Point Advisors does not participate in wrap fee programs and focuses strictly on direct portfolio management without offering standalone financial planning or institutional-only products.
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.