We help long-term investors to build a diversified investment portfolio
TransGlobal Advisory is a Limited Liability Company formed in 2013 in the State of California, as a branch company of TransGlobal Holding Company. TransGlobal Advisory LLC was approved as an investment advisory firm since 2014. TransGlobal Advisory, LLC has been registered in the state of California, Washington, New York, New Jersey, Texas, Michigan, Massachusetts, Maryland, North Carolina, and Pennsylvania.
TransGlobal Advisory provides ongoing highly personalized wealth management services of portfolio management, financial planning, and family office based on clients’ unique financial needs, goals, objectives, time horizon, and risk tolerance.
We help long-term investors to build a diversified investment portfolio
TransGlobal Advisory is a Limited Liability Company formed in 2013 in the State of California, as a branch company of TransGlobal Holding Company. TransGlobal Advisory LLC was approved as an investment advisory firm since 2014. TransGlobal Advisory, LLC has been registered in the state of California, Washington, New York, New Jersey, Texas and Michigan.
TransGlobal Advisory provides ongoing highly personalized wealth management services of portfolio management, financial planning, and family office based on clients’ unique financial needs, goals, objectives, time horizon, and risk tolerance.
TransGlobal Advisory serves the individual needs of its clients by guiding them through any stage of life, focusing on risk management for asset growth and wealth preservation. Out team of experts, including CFP® professionals and CFA® charterholders have a combined total over 50 years of professional portfolio management experiences.
TransGlobal Advisory serves the individual needs of its clients by guiding them through any stage of life, focusing on risk management for asset growth and wealth preservation. Out team of experts, including CFP® professionals and CFA® charterholders have a combined total over 50 years of professional portfolio management experiences.
WE OFFER COMPREHENSIVE INVESTMENT OPTIONS FOR INVESTORS
| Total Assets Under Management | Annual Fee |
|---|---|
| $100,000 – $499,999 | 1.75% |
| $500,000 – $999,999 | 1.50% |
| $1,000,000 – $9,999,999 | 1.25% |
| ≥ $10,000,000 | 1.00% |
| Condition | Annual Fee |
|---|---|
| Fixed Annual Fee | 1% of Assets Under Management |
| Performance Based Fee | 20% of Profit which exceeds and annualized return of 6% (the “Hurdle Rate”) |
| Financial Planning | Frequency |
|---|---|
| Fixed | $5000 |
| Hourly | $200 |
| Services | Annual Fee for total AUM |
|---|---|
| Family Office Service with portfolio management | 1.5% |
| Family Office Service with Monitoring | 0.75% |
| Family Office Service with TPS ETF Only | 0.75% |
| Total Assets Under Management | Annual Free |
|---|---|
| All Assets | 0.25% |
| Total Assets Under Management | Annual Free |
|---|---|
| $100,000 – $499,999 | 1.85% |
| $500,000 – $999,999 | 1.60% |
| $1,000,000 – $9,999,999 | 1.35% |
| >=$10,000,000 | 1.10% |