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Andrew Glatzel

Advisor at Seacap Advisors, LLC

Updated today

Firm

Seacap Advisors, LLC

Location

Honolulu, HI 96816

Credentials

Series 63, Series 66

Industry experience

18 years

Client services

Based on Seacap Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Seacap Advisors, LLC

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Fixed fee arrangements available for financial planning services, with retainer equal to half the fixed fee

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable

Project-based

$250 per hour for financial planning services

Other

Account minimum: $100,000

Location

3615 Harding Ave, Suite 402

Honolulu, HI 96816

Most active in

Hawaii · Texas

Work history

Seacap Advisors, LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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