Michael Liao
Michael Liao is a registered investment advisor at Transglobal Advisory, LLC, based in Monrovia, CA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 144 clients with $47M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable. For accounts strictly invested in fixed income securities, TransGlobal Advisory generally charges an annual fee of 0.25%.
Fee Estimator
Location
185 W Chestnut Ave, Monrovia, CA, 91016
Get directionsHistory
Regulatory History (2)
Regulatory
June 2013Regulatory
May 2013Other Business ActivitiesSells Insurance
Michael is the owner and CEO of Investlink America, LLC, providing management and marketing consultancy services, dedicating minimal time. He is also a fixed life insurance/annuity agent/producer for Globalink Insurance, LLC, spending minimal time, and the President and Principal of Globalink Wealth Management, LLC, spending a few hours per week.
Employment History
Current Registrations
Transglobal Advisory, LLC
Globalink Wealth Management, LLC
Globalink Securities, INC.Broker
Previous Registrations
Transglobal Advisory, LLC
State Registrations27 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.