Pan Global Advisers manages investment portfolios for individuals and organizations. They tailor investment advice to each client's needs, considering their goals, risk tolerance, and financial situation. Pan Global uses fundamental, technical, cyclical, and charting analysis to make investment decisions. They also provide sub-advisory services to their affiliated investment advisor, TEAMS.
Assets Under Management$230M
Clients12
Advisors1
Avg. per Client$19M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Annual fees are negotiable. Clients may also pay a performance-based fee if they invest in alternative fund-of-funds. The performance fee is 10% of the returns in excess of a 7% hurdle rate, in addition to the investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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