Hatem Ben Dhiab

CFP

Gerber Kawasaki Wealth & Investment Management

20 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning

Gerber Kawasaki Wealth & Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

11,030 clients

Average Client Portfolio

$289K average

Assets Under Management

$3.2B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K+	1.00%

Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Location

2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Hatem has ownership in Gerber Kawasaki Insurance Services and sells non-variable insurance through them since 2012. He also refers clients to Gerber Kawasaki Tax Services, acting as a liaison, and owns rental real estate, dedicating minimal time to each.

Employment History

Current Registrations

Gerber Kawasaki Wealth & Investment Management

July 2010 - Present · 15 yrs 7 mos

Previous Registrations

LPL Financial LLCBroker

October 2012 - May 2019 · 6 yrs 7 mos

Independent Capital Management

May 2007 - June 2010 · 3 yrs 1 mo

Sagepoint Financial, INC.Broker

October 2005 - October 2012 · 7 yrs

Sunamerica Securities, INC.Broker

August 2005 - October 2005 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.