Albert Yanez

City National Securities, INC.

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

City National Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

108 advisors

Number of Clients

1,638 clients

Average Client Portfolio

$972K average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	0.01%
$1M+	0.01%

Fees are negotiable in certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$500

Location

937 Loma Santa Fe Dr, Solana Beach, CA, 92075

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Albert owns and manages a rental property since 2018, spending minimal time on activities such as collecting rent and interacting with tenants. The rental property generates $18,000 in compensation.