Andrew Jason Wachner

City National Securities, INC.

13 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

City National Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

108 advisors

Number of Clients

1,638 clients

Average Client Portfolio

$972K average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	0.01%
$1M+	0.01%

Fees are negotiable in certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Minimum Annual Fee:$500

Location

555 South Flower Street, 11th Floor, Los Angeles, CA, 90071

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History

Regulatory History (1)

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Criminal

September 1997

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Andrew is a board member for the Gehringer Park Recreation Club, a pool and garden club, dedicating a few hours per week. He may take on the role of treasurer in 2026, which would involve budgeting and data analysis.

Employment History

Current Registrations

City National Securities, INC.

January 2015 - Present · 11 yrs 1 mo

City National Securities, INC.Broker

January 2015 - Present · 11 yrs 1 mo

City National Securities, INC.

December 2014 - Present · 11 yrs 2 mos

Previous Registrations

City National Rochdale

April 2013 - January 2015 · 1 yr 9 mos

Rim Securities LLCBroker

November 2012 - January 2015 · 2 yrs 2 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.