Michael Fang
Michael Fang is a registered investment advisor at Globalink Wealth Management, LLC, based in Pasadena, CA, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWM charges a percentage of the value of your portfolio annually. The exact rate is agreed upon in writing. The annual fee ranges are:
- Up to $499,999: 1.5% to 2.0%
- $500,000 to $2,499,999: 1.0% to 2.0%
- $2,500,000 to $4,999,999: 0.75% to 1.5%
- Above $5,000,000: 0.50% to 1.5%
Fees are calculated based on the total value of your accounts and are billed quarterly.
Location
3452 East Foothill Blvd., Suite 1040, Pasadena, CA, 91107
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent with Transpacific Financial Services since 2002, dedicating about 10-20% of his time to this role. He also works as a Registered Investment Representative for Globalink Wealth Management, LLC since April 2024, spending a few hours per week on this securities-related business.
Employment History
Current Registrations
Globalink Wealth Management, LLC
Globalink Securities, INC.Broker
Previous Registrations
Transglobal Advisory, LLC
Transglobal Advisory, LLC
Transglobal Advisory, LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
UBS Financial Services INC.Broker
Globalink Securities, INC.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
Sinopac Financial Services (USA) LTD.Broker
Ucb Investment Services, INC.Broker
Sinopac Financial Services (USA) LTD.Broker
The Priority Securities CompanyBroker
U. S. Pacific Financial Services, INC.Broker
Thomas Green Securities, INC.Broker
Capital World Securities CORPBroker
State Registrations6 states
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.