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Artin Bandari

Nwf Advisory Services INC
22 Years of Experience
Los Angeles, CA
5 DisclosuresBrokerSells Insurance
View SEC Summary
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Artin Bandari is a registered investment advisor at Nwf Advisory Services INC, based in Los Angeles, CA, with 22 years of industry experience. Artin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,433 clients with $6.4B in assets under management.

Nwf Advisory Services INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
11,433 clients
Average Client Portfolio
$562K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.10%
$100K - $250K2.10%
$250K - $500K1.88%
$500K - $750K1.65%
$750K - $1.2M1.43%
$1.3M - $2.0M1.20%
$2.0M - $5.0M0.97%
$5.0M - $25.0M1.00%
$25M+0.78%

Fees are negotiable. Different programs such as Model Portfolios and WMAP charge a maximum fee of 1.50% up to $25,000,000 and 1.00% above that.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11835 W. Olympic Blvd., Suite 1155 E, Los Angeles, CA, 90064

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2015
Settled
Customer Dispute
April 2015
Settled
Customer Dispute
November 2014
Settled
Customer Dispute
January 2013
Denied
Customer Dispute
February 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Artin is an insurance agent providing fixed and fixed-index annuities and fixed life insurance, dedicating a few hours per week. He also holds a real estate license but is not currently soliciting clients, and works nearly full-time as a financial professional marketing himself under the DBA Artisan Capital Partners.

Employment History
Current Registrations
Nwf Advisory Services INC
October 2016 - Present · 10 yrs
Osaic Wealth, INC.
November 2012 - Present · 13 yrs 11 mos
Osaic Wealth, INC.Broker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
LPL Financial LLC
September 2006 - November 2012 · 6 yrs 2 mos
LPL Financial LLCBroker
July 2004 - November 2012 · 8 yrs 4 mos
State Registrations9 states
CAFLGAMDNYPATXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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