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Michael Fang

Advisor at Globalink Wealth Management, LLC

Updated today

Location

Pasadena, CA 91107

Credentials

Series 63, Series 66

Industry experience

28 years

About

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.

Client services

Based on Globalink Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Globalink Wealth Management, LLC

Options & derivatives strategies Active portfolio management

Fee options

Fixed

Fixed fees generally range from $500 to $5,000 depending on scope and complexity

Percentage

$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

Commissions

Certain supervised persons registered representatives may receive commissions for securities or insurance products sales

Project-based

$100 to $125 per hour

Performance-based

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

Other

Fee-only: Hourly fees $100 to $125 per hour; Fixed fees $500 to $5,000 depending on scope

Location

3452 East Foothill Blvd., Suite 1040

Pasadena, CA 91107

Most active in

California

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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Ryan M

CFP®, Series 66

Pasadena, CA

Derive Wealth

Ryan Miyamoto is a CFP® professional with 20 years of industry experience. He is the principal advisor at Derive Wealth, where he has worked since 2016. Prior to this, he was with USAA Financial Advisors Inc. for six years and StashClass LLC for two years. Derive Wealth provides comprehensive financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds combined with targeted sector or passive satellite holdings and offers a fixed advisory fee model without transaction commissions or performance-based fees.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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Timothy C

CFA®, Series 63, Series 65

San Dimas, CA

Cheng Wealth Management, LLC

Timothy Cheng is the principal of Cheng Wealth Management, LLC in San Dimas, CA, with 11 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Cheng has led his independent firm since 2014, applying his background in institutional research to his practice. Cheng Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm emphasizes strategic asset allocation and enhanced indexing with a focus on diversification, low-cost mutual funds, and the use of alternative assets, serving a small client base with quarterly portfolio monitoring and rebalancing.

Passive / index investing Private / alternative investments
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Noah D

CFA®, Series 63, Series 66

Los Angeles, CA

Marina Wealth Advisors

Noah Damsky is a CFA® charterholder with nine years of industry experience. He is currently the sole advisor at Marina Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Los Angeles County Employee Retirement Association, Goldman Sachs, UCLA Anderson School of Management, T. Rowe Price, and Bessemer Trust. Marina Wealth Advisors is a California-registered firm managing approximately $29.7 million for a small client base of primarily individual and high-net-worth clients. The firm offers discretionary investment management and financial planning services, combining fundamental and cyclical analysis with both passive and active investment vehicles, and integrates tax preparation through a third-party accounting firm as part of ongoing client engagements.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Wealth management General estate planning guidance
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Norman W

Series 63, Series 65

Los Angeles, CA

Quid Capital

Norman Wahab is a financial advisor at Quid Capital in Los Angeles, CA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quid Capital since 2019, following five years at Tetrad Capital. Quid Capital provides portfolio management through separately managed accounts tailored to individuals, trusts, estates, charitable organizations, corporations, partnerships, and other business entities. The firm employs a variety of analytical methods, including charting, fundamental, technical, cyclical, and quantitative approaches, and may use both long-term and short-term trading strategies.

Active portfolio management
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