Advisor at Passage Global Capital Management, LLC
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Firm
Passage Global Capital Management, LLC
Location
Bettendorf, IA 52722
Credentials
Series 65
Industry experience
1 year
Evin Ersan is a financial advisor at Passage Global Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously spent ten years in full-time education before joining Passage Global Capital Management. Outside of his advisory role, Ersan manages Evin Ersan Merchandise LLC, a business that donates a portion of its proceeds to suicide prevention. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm uses proprietary quantitative models, including machine learning and behavioral finance techniques, to manage private investment portfolios and provides pension consulting and sub-advisory services.
Based on Passage Global Capital Management, LLC
Based on Passage Global Capital Management, LLC
$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%
Typical hourly fee is $400 per hour; fees are negotiable
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for Pension Solutions and Pension Consulting services Fee-only: Fee-only registered investment adviser; fees are asset-based and hourly consulting fees offered
2550 Middle Road, Suite 306
Bettendorf, IA 52722
Florida · Illinois · Iowa
Passage Global Capital Management
2024 - Present (2 years)
Passage Global Capital Management
2018 - 2024 (6 years)
Full Time Education
2014 - 2024 (10 years)
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