William Tanner is a registered investment advisor at Ami Asset Management CORP, based in Los Angeles, CA, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,221 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Rates reflect the primary equity strategies (Domestic Large Cap Growth, Small Cap Growth, Large Cap Equity Income, Amplified Growth). Fixed income and high yield strategies have different flat rates (0.50% to 1.00%). Minimum annual management fee of $10,000 applies. Fees are negotiable based on portfolio size and complexity.
Fee Estimator
Location
10866 Wilshire Blvd Ste 770, Los Angeles, CA, 90024
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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 Activities
William is an independent contractor for Ground Control Business Management (GCBM), dedicating about 10% of his time to the firm. He is also a partner in HUMATA Partners, a real estate investment partnership, spending minimal time on its activities.
Employment History
Current Registrations
Ami Asset Management CORP
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.
Exams
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