Michael Fang
Advisor at Globalink Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Globalink Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91107
Credentials
Series 63, Series 66
Industry experience
28 years
Michael Fang is a financial advisor at Globalink Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Globalink Securities, Inc. since 2013, as well as at TransGlobal Advisory, LLC for multiple years. In addition to his advisory role, he is a licensed insurance agent with Transpacific Financial Services in Irvine, CA. Globalink Wealth Management, LLC provides tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diverse investment approach that includes fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management with an emphasis on mutual funds unless clients request alternatives.
Based on Globalink Wealth Management, LLC
Based on Globalink Wealth Management, LLC
Fixed fees generally range from $500 to $5,000 depending on scope and complexity
$0 - $499,999: 1.5% to 2.0% annually $500,000 - $2,499,999: 1.0% to 2.0% annually $2,500,000 - $4,999,999: 0.75% to 1.5% annually $5,000,000+: 0.50% to 1.5% annually
Certain supervised persons registered representatives may receive commissions for securities or insurance products sales
$100 to $125 per hour
Minimum 0.00% of AUM plus 20% of capital appreciation; only for qualified clients with at least $1,100,000 under management or net worth over $2,200,000
Fee-only: Hourly fees $100 to $125 per hour; Fixed fees $500 to $5,000 depending on scope
3452 East Foothill Blvd., Suite 1040
Pasadena, CA 91107
California
Globalink Wealth Management, LLC
2024 - Present (2 years)
TransGlobal Advisory, LLC
2022 - 2022 (1 year)
TransGlobal Advisory, LLC
2014 - 2021 (7 years)
Globalink Securities, Inc.
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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