Asia Global Asset Management helps clients choose and monitor third-party investment advisors. The firm starts with a consultation to understand your needs and goals. Then, they recommend an independent investment advisor based on factors like your financial situation, risk tolerance, and investment objectives. Asia Global Asset Management monitors your accounts with the third-party advisor, makes recommendations, and acts as your primary financial advisor.
Fee Structure
Asia Global Asset Management does not directly manage your investments. Instead, they help you select a third-party advisor. The fees you pay depend on which third-party advisor you choose.
For example, if you use Matson Money, the annual fee is:
- 1.40% on assets from $50,000 to $500,000
- 1.20% on assets from $500,000 to $1,000,000
- 1.00% on assets over $1,000,000
Fees are negotiable and may be lower. You can end the agreement at any time and receive a refund for any unearned fees.