Pam Gao is a CFA-designated registered investment advisor at Asterbright Capital Management, LLC, based in Wellesley, MA, with 7 years of industry experience. Pam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $5.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AsterBright Capital Management offers two fee structures for investment management:
- Flat Annual Fee: A fixed fee based on the complexity of managing your account, typically for long-only equity portfolios. This fee is billed quarterly.
- Performance-Based Fee: For more complex strategies, such as those using derivatives or tactical allocation, a performance-based fee may apply. This is only available to qualified clients.
Location
Wellesley, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Asterbright Capital Management, LLC
State Registrations1 state
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