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Artin Bandari

21 Years of Experience
5 DisclosuresBrokerSells Insurance

Artin Bandari is a registered investment advisor at Nwf Advisory Services INC, based in Los Angeles, CA, with 21 years of industry experience. Artin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K

NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:

  • Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
  • Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
  • Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
  • SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.

These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.

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Location

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

Get directions

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
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 · 9 yrs 6 mos
Osaic Wealth, INC.
November 2012 - Present · 13 yrs 5 mos
Osaic Wealth, INC.Broker
November 2012 - Present · 13 yrs 5 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.