Rachel Liao is a registered investment advisor at Globalink Wealth Management, LLC, based in Pasadena, CA, with 2 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWM charges a percentage of the value of your portfolio annually. The exact rate is agreed upon in writing. The annual fee ranges are:
- Up to $499,999: 1.5% to 2.0%
- $500,000 to $2,499,999: 1.0% to 2.0%
- $2,500,000 to $4,999,999: 0.75% to 1.5%
- Above $5,000,000: 0.50% to 1.5%
Fees are calculated based on the total value of your accounts and are billed quarterly.
Location
3452 East Foothill Blvd., Suite 1040, Pasadena, CA, 91107
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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 →Employment History
Current Registrations
Globalink Wealth Management, LLC
Globalink Securities, INC.Broker
State Registrations3 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.