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Ying Tang

Globalink Wealth Management, LLC
8 Years of Experience
Pasadena, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ying Tang is a registered investment advisor at Globalink Wealth Management, LLC, based in Pasadena, CA, with 8 years of industry experience. Ying is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 45 clients with $13M in assets under management.

Globalink Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
45 clients
Average Client Portfolio
$281K average
Assets Under Management
$12.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees are negotiable on a case-by-case basis. Total management fee for outside third-party advisors will not exceed 2%.

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

Location

3452 East Foothill Blvd., Suite 1040, Pasadena, CA, 91107

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ying is a fixed insurance product agent and accounting manager for Globalink Insurance Services, LLC, and an investment adviser representative for Globalink Wealth Management, LLC. Each role takes about 10-20% of Ying's time and is commission-based.

Employment History
Current Registrations
Globalink Wealth Management, LLC
March 2023 - Present · 3 yrs 7 mos
Globalink Securities, INC.Broker
February 2018 - Present · 8 yrs 8 mos
State Registrations2 states
CAPA
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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