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Globalink Wealth Management, LLC

Headquartered in PASADENA, CA

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Firm Information

Globalink Wealth Management, LLC is an investment advisor with 3 licensed agents. The firm manages $3,735,175 in assets for 15 clients. The firm provides financial planning, publishes periodicals, selects other advisors, and manages portfolios for individuals, businesses, and investment companies. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Globalink Wealth Management, LLC

$3.74M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

GLOBALINK WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.

Advisors at Globalink Wealth Management, LLC

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Disclosures

There are no public disclosures for Globalink Wealth Management, LLC.

Frequently Asked Questions (6)

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