Pan Global Advisers, LLC is a registered investment advisor that provides personalized portfolio management and investment advice. Founded in 2018 and based in Newport Beach, California, the firm creates custom investment strategies based on each client's specific goals, time horizon, risk tolerance, and tax considerations. Pan Global Advisers builds portfolios using fundamental, technical, cyclical, and charting analysis, and may invest in a wide range of assets including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to managing accounts for individuals and high-net-worth clients, Pan Global Advisers works with pension plans, endowments, foundations, and charitable organizations. The firm also offers specialized alternative fund-of-funds strategies that include performance-based fees for qualified clients.
Fee Structure
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% |
Fees are negotiable. Alternative fund-of-funds strategies may include an additional performance fee of 10% on returns exceeding a 7% hurdle rate for qualified clients.