Passage Global Capital Management, LLC fees and pricing
Financial planner in Bettendorf, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Passage Global Capital Management, LLC charges $400 an hour, a quarterly fee of $1,250, and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our typical hourly fee is $400 per hour; however, hourly fees are negotiable.”
- Quarterly fee
- $1,250/qtr
“The minimum quarterly fee regardless of plan size is $1,250 per quarter (equivalent to $5,000 per year).”
- Annual fee
- $5,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Passage Global Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Pension Consulting Services PGCM is compensated for its Pension Consulting services through asset-based fees charged in arrears as a percentage of total plan assets on the last trading day of each calendar quarter, subject to a quarterly minimum fee amount.”
- “For partial periods, the fee will be prorated.”
- “Fees may be deducted directly from the plan account or invoiced to the Plan Sponsor, as elected in the advisory agreement.”
How Passage Global Capital Management, LLC’s fees compare
- Its hourly rate of $400 is above the Iowa median of $250. 89% of the 47 other Iowa planners that publish an hourly rate charge less.
- Its annual fee of $5,000 matches the Iowa median of $5,000. 50% of the 8 other Iowa planners that publish an annual fee charge less.
About Passage Global Capital Management, LLC
- Firm size: 4 employees.
- Founded: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 64
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $60,398,927
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145367
- Phone
- (563) 332-4690
Other planners in Bettendorf that publish fees
- Nikulski Financial, Inc.Bettendorf$150-$350/hr, $500
- Acadia Legacy GroupClive$100-$350/hr
- Accel Wealth ManagementWaverly$150-$250/hr, $500
- Actis Wealth ManagementWaukee$200/hr, $1,000-$50,000
- Alba Financial LLCCouncil Bluffs$295/hr, $4,000-$12,500
- Ao Wealth AdvisoryUrbandale$300
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.