Andrew Zamfotis is a CFA-designated registered investment advisor at Ami Asset Management CORP, based in Los Angeles, CA, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,221 clients with $1.9B 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 $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee schedule is for Domestic Large Cap Growth, Domestic Small Cap Growth, Amplified Growth Strategy and Domestic Large Cap Equity Income. Government/Corporate Fixed Income: 0.60% for all asset amounts. Intermediate Quality Tax Exempt Fixed Income: 0.50% for all asset amounts. High Yield Capital Appreciation Accounts: 1.00% for all asset amounts. Fees are negotiable.
Fee Estimator
Location
10866 Wilshire Blvd., Ste 770, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History
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
Ami Asset Management CORP
State Registrations1 state
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.