Pan Global Advisers, LLC
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)
About This Firm
Pan Global Advisers, LLC manages individually tailored investment portfolios, providing continuous advice based on clients' individual needs and goals. They develop investment plans with asset allocation targets, considering factors like risk tolerance and liquidity needs. They also offer sub-advisory services to their affiliated investment adviser, TEAMS.
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
Location
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626