David Ohanian
David Ohanian is a registered investment advisor at RBC Securities, INC., based in Beverly Hills, CA, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,451 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Securities offers a wrap fee program where you pay a single bundled fee that covers portfolio management, transaction costs, and custodial services. The fee is based on the market value of your account.
For Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies:
- 1.25% annually on the first $1,000,000
- 1.00% annually on assets over $1,000,000
For Diversified Fixed Income and Conservative Growth & Income strategies:
- 0.80% annually on the first $1,000,000
- 0.65% annually on assets over $1,000,000
There is a $500 minimum annual fee. These fees are negotiable in certain circumstances.
Location
400 N. Roxbury Dr., 2nd FLOOR, Beverly Hills, CA, 90210
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
David is involved in several real estate ventures, including Ohanian Properties, a rental home in London, and River Park Properties. He also serves as a board member for The Old Globe regional theater and UCI Beal Applied Innovation, dedicating a few hours per week to each.
Employment History
Current Registrations
RBC Securities, INCBroker
RBC Securities, INC.
RBC Securities, INC
Previous Registrations
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Comerica SecuritiesBroker
Comerica Securities
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
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.