AB
AB

Ali M Banki

14 Years of Experience
Broker
Areas of Practice
Investment Management
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 ManagementAnnual Fee
Up to $1.0M0.01%
$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
Loading...

Location

2029 Century Park East, Suite 100, Los Angeles, CA, 90067

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
City National Securities, INC.
September 2017 - Present · 8 yrs 5 mos
City National Securities, INC.Broker
September 2017 - Present · 8 yrs 5 mos
City National Securities, INC.
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
July 2017 - August 2017 · 1 mo
U.S. Bancorp Investments, INC.
July 2017 - August 2017 · 1 mo
J.P. Morgan Securities LLCBroker
September 2011 - August 2016 · 4 yrs 11 mos
J.P. Morgan Securities LLC
September 2011 - May 2012 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - August 2011 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - August 2011 · 1 yr 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ali M Banki - Financial Advisor | TrueAdvisor