Antonio Kwan is a registered investment advisor at Ak Global Asset Management, LLC, based in Oakland, CA, with 18 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $120M 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 $750K | 1.75% |
| $750K - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Advisory fee is negotiable depending on individual client circumstances. The firm may combine the account values of your family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
1300 Clay Street, Suite 600, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ak Global Asset Management, LLC
State Registrations1 state
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