Susan Jen is a registered investment advisor at Globalink Wealth Management, LLC, based in Pasadena, CA, with 27 years of industry experience. Susan 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.
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 | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $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
Location
3452 East Foothill Blvd., Suite 1040, Pasadena, CA, 91107
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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
Globalink Wealth Management, LLC
Globalink Securities, INC.Broker
Previous Registrations
Transglobal Advisory, LLC
Nylife Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
Fortune Securities, INC.Broker
U. S. Pacific Financial Services, INC.Broker
Washington Square Securities, INC.Broker
State Registrations1 state
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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