Transglobal Advisory, LLC
Assets Under Management
$46.8M
Number of Clients
144
Number of Advisors
20
Average Client AUM
$325K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TransGlobal Advisory LLC provides portfolio management tailored to client goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. They also offer family office services for high-net-worth clients, cash management, and estate planning assistance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees range from 1.75% to 1.00% annually based on assets under management, with lower fees for fixed income only accounts (0.25%). Financial planning is a fixed $5,000 fee, and family office services range from 0.75% to 1.5% annually. Performance-based fees include a 1.00% management fee and 20% of capital appreciation exceeding a hurdle rate. Cash management services have a 0.25% annual fee. Fees are negotiable. Held away accounts are charged 1.00% annually.
Areas of Practice
Location
185 W Chestnut Ave, Monrovia, CA, 91016