Assets Under Management
$225.7M
Number of Clients
12
Number of Advisors
1
Average Client AUM
$18.8M
AUM per Advisor
$225.7M
Compensation
Fee-Only (AUM)
Pan Global Advisers provides continuous advice on investing client funds based on individual needs. They develop investment plans with asset allocation targets and manage portfolios accordingly. They also offer sub-advisory services to their affiliated investment adviser, TEAMS.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Fees are negotiable.
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626