Our Fees
The annual fee for portfolio management
services is billed quarterly in arrears based upon the average daily
market value of the assets during the quarter. Fees will be
assessed pro rata in the event the portfolio management agreement is
executed at any time other than the first day of a month. The
payment of fees for portfolio management services will be made via a
direct debit by the qualified and independent custodian holding the
clients’ funds and securities. On an annualized basis, AK
Global’s fees for portfolio management services are as follows:
| Portfolio Size: |
Annualized Fee: |
| $749,999 & below |
1.75% |
| $750,000 to $2,499,999 |
1.50% |
| $2,500,000 & over |
1.25% |
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The Firm may allow accounts of members of the
same household to be aggregated for purposes of meeting the minimum
account size or fee breakpoints. AK Global Asset Management, LLC
may allow such aggregation, for example, where the Firm services
accounts on behalf of minor children of current clients, individual and
joint accounts for a spouse, and other types of related accounts.
Performance based service may also be available for "Qualified" clients
only. Please contact us for more details.
**Minimum to join our advisory service: $250,000
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Contact Us
AK Global Asset Management, LLC
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| 1300 Clay St., Ste 600 |
| Oakland, CA 94612 |
| Tel : 510-466-6338 |
| Fax : 510-466-6340 |
| Email : info@akglobalusa.com |
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