Lianna Kzirian is a registered investment advisor at Pacific Global Investment Management Company, based in Glendale, CA. Lianna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $87M 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% |
Fees are negotiable based on services provided, investment strategy, reporting requirements, and relationship size.
Fee Estimator
Location
500 N. Brand Blvd, Ste 2160, Glendale, CA, 91203
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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
Pacific Global Investment Management Company
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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