James Ahn is a CFP-designated registered investment advisor at Halbert Hargrove, based in Long Beach, CA, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,518 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be negotiable based on various criteria such as account composition, complexity, and anticipated assets.
Fee Estimator
Location
111 West Ocean Boulevard, 23rd Floor, Long Beach, CA, 90802-7908
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Employment History
Current Registrations
Halbert Hargrove
Previous Registrations
Citigroup Global Markets INC.
Edward Jones
State Registrations2 states
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
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