Passage Global Capital Management (PGCM) is a registered investment advisor offering investment management services to individuals through model portfolios. PGCM also provides sub-advisory services to other investment advisory firms. Additionally, PGCM offers pension plan investment management and consulting services, including investment policy statement development, investment vehicle selection, and performance monitoring. PGCM tailors investment advice based on client questionnaires, electronic communications, and discussions.
Assets Under Management$67M
Clients68
Advisors3
Avg. per Client$990K
Avg. per Advisor$22M
g.page/passageglobalcapitalmanagement ·www.tiktok.com/@passageglobalcapital ·www.passageglobalcapital.com
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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