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CFP
HD
CFP

Hatem Dhiab

Gerber Kawasaki Wealth & Investment Management
21 Years of Experience
Santa Monica, CA
1 DisclosureSells Insurance
View SEC Summary
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Hatem Dhiab is a CFP-designated registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 21 years of industry experience. Hatem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 9,624 clients with $4.1B in assets under management.

Gerber Kawasaki Wealth & Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
9,624 clients
Average Client Portfolio
$427K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K+1.00%

Fees are subject to negotiation. Family household accounts may be combined to reach breakpoints.

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

Location

2437 Main Street, Santa Monica, CA, 90405

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History

Regulatory History (1)
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
August 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Hatem has ownership in Gerber Kawasaki Insurance Services and sells non-variable insurance through them since 2012. He also refers clients to Gerber Kawasaki Tax Services, acting as a liaison, and owns rental real estate, dedicating minimal time to each.

Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
October 2012 - May 2019 · 6 yrs 7 mos
Independent Capital Management
May 2007 - June 2010 · 3 yrs 1 mo
Sagepoint Financial, INC.Broker
October 2005 - October 2012 · 7 yrs
Sunamerica Securities, INC.Broker
August 2005 - October 2005 · 2 mos
State Registrations1 state
CA
Advisor

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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