Lianna Kzirian is a registered investment advisor at Pacific Global Investment Management CO, based in Glendale, CA. Lianna 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
500 N. Brand Blvd, Ste 2160, Glendale, CA, 91203
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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
Pacific Global Investment Management CO
State Registrations1 state
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