Ali Alsari is a registered investment advisor at Awm Global Advisors, based in San Diego, CA, with 31 years of industry experience. Ali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 73 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM Global Advisors charges a negotiable annual fee based on the value of your investments. The maximum annual fee is 2.00%, and the specific rate varies depending on the assets and complexity of your situation. The fee is charged quarterly, in advance. The fee does not include brokerage commissions or other transaction costs.
Location
750 B Street Suite 2850, San Diego, CA, 92101
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Customer Dispute
March 2001Other Business Activities
Ali is a principal of Alhambra Wealth Management and Alhambra Bank and Trust, providing investment advisory, banking, and trust services to non-U.S. persons. Ali spends about 10-20% of his time providing marketing and other services on behalf of Alhambra.
Employment History
Current Registrations
Awm Global Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.