AK Global Investment Management provides investment advisory services to investment advisors and individuals, and also offers outsourced chief investment officer services. The investment process uses fundamental analysis, factor-based assessment, and macro and sentiment drivers. The firm may charge performance fees on certain accounts.
Assets Under Management$10M
Clients27
AdvisorsN/A
Avg. per Client$370K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts less than $10,000,000. The firm reserves the right to charge clients a lower fee per account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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