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Michael Liao

Transglobal Advisory, LLC
25 Years of Experience
Monrovia, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Michael Liao is a registered investment advisor at Transglobal Advisory, LLC, based in Monrovia, CA, with 25 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 193 clients with $58M in assets under management.

Transglobal Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
193 clients
Average Client Portfolio
$302K average
Assets Under Management
$58.3M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.10%
$5.0M - $10.0M1.00%
$10.0M - $50.0M0.90%
$50M+0.90%

Fixed income accounts generally charged 0.25%. Fees are generally negotiable. Minimum account size is $100,000.

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

Location

185 W Chestnut Ave, Monrovia, CA, 91016

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2013
Final
Regulatory
May 2013
Final
View Full SEC ReportHow to Read Disclosures
Other 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
December 2025 - Present · 10 mos
Globalink Wealth Management, LLC
March 2023 - Present · 3 yrs 7 mos
Globalink Securities, INC.Broker
December 2000 - Present · 25 yrs 10 mos
Previous Registrations
Transglobal Advisory, LLC
June 2022 - June 2022 · 0 mos
State Registrations27 states
ALAZCACOCTDEFLGAHIILINKYMAMDMINCNJNVNYOHORPATXUTVAWAWI
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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