Becky Farrant
Becky Farrant is a CFP-designated registered investment advisor at Pacific Global Investment Management CO, based in Maitland, FL, with 25 years of industry experience. Becky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 175 clients with $99M 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 $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $6.0M | 0.75% |
| $6.0M - $11.0M | 0.65% |
| $11M+ | 0.50% |
The payment schedule and fees may be negotiated. For certain accounts with assets below the minimum account size, Pacific Global may charge a minimum quarterly fee.
Fee Estimator
Location
485 N Keller Rd, Suite 525, Maitland, FL, 32751
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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 →Other Business Activities
Becky works full-time as a registered investment adviser representative and relationship manager for individual clients at Pacific Global Investment Management Co. She dedicates essentially 100% of her time during trading hours to this role.
Employment History
Current Registrations
Pacific Global Investment Management CO
Previous Registrations
Pacific Global Fund Distributors, INC.Broker
Transamerica Financial Advisors, INC.Broker
State Registrations1 state
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