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Michael Fang

Globalink Wealth Management, LLC
29 Years of Experience
Pasadena, CA
BrokerSells Insurance
View SEC Summary
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Michael Fang is a registered investment advisor at Globalink Wealth Management, LLC, based in Pasadena, CA, with 29 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 45 clients with $13M in assets under management.

Globalink Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
45 clients
Average Client Portfolio
$281K average
Assets Under Management
$12.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees are negotiable on a case-by-case basis. Total management fee for outside third-party advisors will not exceed 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3452 East Foothill Blvd., Suite 1040, Pasadena, CA, 91107

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is a licensed insurance agent with Transpacific Financial Services since 2002, dedicating about 10-20% of his time to this role. He also works as a Registered Investment Representative for Globalink Wealth Management, LLC since April 2024, spending a few hours per week on this securities-related business.

Employment History
Current Registrations
Globalink Wealth Management, LLC
April 2024 - Present · 2 yrs 6 mos
Globalink Securities, INC.Broker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Transglobal Advisory, LLC
June 2022 - June 2022 · 0 mos
Transglobal Advisory, LLC
February 2018 - January 2021 · 2 yrs 11 mos
Transglobal Advisory, LLC
September 2014 - October 2017 · 3 yrs 1 mo
Cetera Investment Services LLC
August 2013 - November 2013 · 3 mos
Cetera Investment Services LLCBroker
June 2013 - November 2013 · 5 mos
UBS Financial Services INC.Broker
April 2013 - June 2013 · 2 mos
Globalink Securities, INC.Broker
May 2011 - April 2013 · 1 yr 11 mos
Primevest Financial Services, INC.Broker
January 2011 - April 2011 · 3 mos
Primevest Financial Services, INC.Broker
November 2006 - September 2009 · 2 yrs 10 mos
Sinopac Financial Services (USA) LTD.Broker
August 2006 - November 2006 · 3 mos
Ucb Investment Services, INC.Broker
April 2006 - August 2006 · 4 mos
Sinopac Financial Services (USA) LTD.Broker
June 2003 - April 2006 · 2 yrs 10 mos
The Priority Securities CompanyBroker
January 2000 - January 2003 · 3 yrs
U. S. Pacific Financial Services, INC.Broker
December 1998 - February 2000 · 1 yr 2 mos
Thomas Green Securities, INC.Broker
July 1998 - December 1998 · 5 mos
Capital World Securities CORPBroker
November 1995 - August 1998 · 2 yrs 9 mos
State Registrations8 states
CAINNCNYOHTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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