Allen Minassian
Allen Minassian is a registered investment advisor at Private Wealth Solutions, LLC, based in Woodland Hills, CA, with 32 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 275 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
5850 Canoga Avenue, Suite 315, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allen works as a bookkeeper for one client and performs trustee/advisory duties for Private Wealth Solutions, each taking minimal time. He also works as a Senior Vice President selling fixed annuities and term insurance, dedicating a few hours per week.
Employment History
Current Registrations
Private Wealth Solutions, LLC
Kovack Securities INC.Broker
Previous Registrations
Morgan Peabody, INC.Broker
Brookstreet Securities CorporationBroker
Great Western Financial Securities CorporationBroker
State Registrations16 states
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.