AK Global Asset Management, based in Oakland, California, offers tailored investment advice and portfolio management. They work with individuals, pension plans, trusts, estates, corporations, and other business entities. AK Global meets with clients to determine their investment objectives and risk tolerance, then develops a strategy to provide continuous investment advice and manage investments on their behalf. They offer both discretionary and non-discretionary portfolio management services.
Assets Under Management$120M
Clients28
Advisors2
Avg. per Client$4.2M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Advisory fee is negotiable depending on individual client circumstances. The firm may combine the account values of your family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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