Oguz Ersan is a CFA-designated registered investment advisor at Passage Global Capital Management, LLC, based in Sarasota, FL, with 18 years of industry experience. Oguz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 71 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard private investment management fee is 1.00% annually. Sub-advisory and pension plan management services have separate fee schedules ranging from 0.40% to 0.80%, subject to a $5,000 minimum annual fee.
Fee Estimator
Location
2 N Tamiami Trail, Suite 410, Sarasota, FL, 34236
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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 →Employment History
Current Registrations
Passage Global Capital Management, LLC
State Registrations3 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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