Evan Pan is a CFA-designated registered investment advisor at Pan Global Advisers, LLC, based in Costa Mesa, CA, with 10 years of industry experience. Evan 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. Their firm serves 12 clients with $230M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Annual fees are negotiable. Clients may also pay a performance-based fee if they invest in alternative fund-of-funds. The performance fee is 10% of the returns in excess of a 7% hurdle rate, in addition to the investment management fee.
Fee Estimator
Location
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626
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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
Evan serves as a Board of Director, Treasurer, and Chair of the Finance Committee for Options for Learning, taking about 10-20% of his time. He also serves as a Board of Director and Chair of the Finance Committee for Joni and Friends Foundation, dedicating minimal time.
Employment History
Current Registrations
Pan Global Advisers, LLC
Tax Efficient Asset Management Solution, INC.
Previous Registrations
Visionquest Advisors, LLC
Fuller Investment Management Company
State Registrations1 state
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