Firm
Passage Global Capital Management
Bettendorf, Iowa
Fee-only
Passage Global Capital Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 4 employees and 64 individual clients, 24 of them high net worth.
- Its average account is about $387,000 (assets it manages divided by its 156 accounts).
Facts
| Based in | Bettendorf, Iowa |
|---|---|
| Website | g.page/passageglobalcapitalmanagement |
| Phone | (563) 332-4690 |
Passage Global Capital Management fees
Passage Global Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $60 million |
| Individual clients | 40 |
| High-net-worth clients | 24 |
| Accounts managed | 156 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 145367 |