Glenn Link is a registered investment advisor at Compak Asset Management, based in Newport Beach, CA, with 28 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,751 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.38% |
| $1.0M - $2.5M | 0.25% |
| $2.5M - $5.0M | 0.19% |
| $5M+ | 0.15% |
Fees are negotiable at the firm's discretion. Clients in the Fidelity Wealth Advisor Solutions program pay a quarterly rate of 0.25% on assets below $2,500,000. An account maintenance fee of $45 per quarter also applies to accounts valued over $10,000.
Fee Estimator
Location
1801 Dove Street, Newport Beach, CA, 92660
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Regulatory 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
Glenn is registered as an investment advisor with Compak Asset Management and as a registered representative with Compak Securities, Inc.
Employment History
Current Registrations
Compak Asset Management
Compak Securities, INC.Broker
Previous Registrations
Great Northern Financial Securities, INC.Broker
Financial West GroupBroker
Painewebber IncorporatedBroker
Income Network CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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