Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
The annual fees are negotiable.
Fee Estimator
The standard advisory fee is based on the market value of your assets under management. For example, an account valued at $6,000,000 would pay an effective fee of 0.88%. Fees are negotiable and pro-rated, paid quarterly in arrears. Financial planning is offered at an hourly rate between $350 and $500, depending on complexity. A minimum account size of $100,000 is required, but exceptions may be made at Pan Global's discretion.
Areas of Practice
Advisor Information
Office location
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626
Get directionsRegulatory 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 Activities
Evan serves as a Board of Director, Treasurer, and Chair of the Finance Committee for Options for Learning, taking about 10-20% of his time. He also serves as a Board of Director and Chair of the Finance Committee for Joni and Friends Foundation, dedicating minimal time.