William Howard Tanner

Ami Asset Management CORP

24 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Ami Asset Management CORP

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

1,278 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	1.00%
$10M+	0.75%

Minimum annual management fee is $10,000, which may be waived. Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

10866 Wilshire Blvd Ste 770, Los Angeles, CA, 90024

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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

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.