Ali Hashemian
Ali Hashemian is a CFP-designated registered investment advisor at Kinetic Investment Management, INC., based in Los Angeles, CA, with 12 years of industry experience. Ali 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, Insurance Planning, and 3 more. Their firm serves 1,460 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinetic Investment Management offers portfolio management services, but the fees are not specified in this brochure. The fees are negotiable and outlined in the Investment Advisory Contract. Kinetic Investment Management may direct clients to internally managed strategies and/or third-party investment advisers. All fees are collected by the third-party investment advisers and are then shared with Kinetic Investment Management who receives its fee paid directly from the third-party adviser.
Location
633 W 5th Street, Suite 1050, Los Angeles, CA, 90071
Get directionsHistory
Regulatory History (1)
Criminal
December 2002Other Business ActivitiesSells Insurance
Ali is a licensed insurance agent and president of Kinetic Financial & Insurance Solutions, Inc. and Kinetic Agency & Insurance Services, Inc., both insurance services companies, dedicating a few hours per week to each. Ali is also the President of Hush Homes LLC, a real estate investment property, spending minimal time on it.
Employment History
Current Registrations
Kinetic Investment Management, INC.
Previous Registrations
Profectus Wealth Management
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.