Andrew Khatri is a registered investment advisor at Seelaus Asset Management, LLC, based in Red Bank, NJ, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.
Location
200 Monmouth Street, Suite 250, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a passive investor and producer for 636 Production LLC, an entertainment company focused on TV program production, since April 2024.
Employment History
Current Registrations
Seelaus Asset Management, LLC
Previous Registrations
Lord Abbett Distributor LLCBroker
Marketaxess CorporationBroker
Citigroup Global Markets INC.Broker
New England SecuritiesBroker
State Registrations1 state
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.