Zhuoli Wang
Zhuoli Wang is a registered investment advisor at Transglobal Advisory, LLC, based in Monrovia, CA, with 12 years of industry experience. Zhuoli is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 193 clients with $58M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.90% |
| $50M+ | 0.90% |
Fixed income accounts generally charged 0.25%. Fees are generally negotiable. Minimum account size is $100,000.
Fee Estimator
Location
185 W Chestnut Ave, Monrovia, CA, 91016
Get directionsHistory
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 ActivitiesSells Insurance
Zhuoli is a fixed insurance agent for Globalink Insurance, LLC since 2019, and president of I Want My Styles, selling advertisement banners since 2020. Both activities require minimal time commitment.
Employment History
Current Registrations
Transglobal Advisory, LLC
Globalink Wealth Management, LLC
Globalink Securities, INC.Broker
Previous Registrations
Transglobal Advisory, LLC
State Registrations2 states
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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