Richard Seapy is a registered investment advisor at Glacier Point Advisors, LLC, based in Tustin, CA, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Glacier Point Advisors charges a management fee based on a percentage of your account balance. The specific rate is agreed upon directly with Interactive Brokers or set forth in Exhibit A of the Investment Advisory Agreement for Altruist accounts. The annual rate ranges from 0.50% to 2.00%, and the total management fees will never exceed 2.00% annually.
Location
2522 Chambers Road, Suite 206, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Glacier Point Advisors, LLC
Previous Registrations
Glacier Point Capital LLC
Glacier Point Capital LLC
State Registrations1 state
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