Evan Pan is a CFA-designated registered investment advisor at Pan Global Advisers, LLC, based in Pasadena, CA, with 11 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $270M 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% |
Fees are negotiable. Alternative fund-of-funds strategies may include an additional performance fee of 10% on returns exceeding a 7% hurdle rate for qualified clients.
Fee Estimator
Location
251 S. Lake Avenue, 8th Floor, Pasadena, CA, 91101
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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
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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