TrueAdvisor
TrueAdvisor
AW
AW

Andrew Jason Wachner

City National Securities, INC.
13 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
City National Securities, INC.
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

Location

555 South Flower Street, 11th Floor, Los Angeles, CA, 90071

Get directions

History

Regulatory History (1)
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Criminal
September 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew is a board member for the Gehringer Park Recreation Club, a pool and garden club, dedicating a few hours per week. He may take on the role of treasurer in 2026, which would involve budgeting and data analysis.

Employment History
Current Registrations
City National Securities, INC.
January 2015 - Present · 11 yrs 1 mo
City National Securities, INC.Broker
January 2015 - Present · 11 yrs 1 mo
City National Securities, INC.
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
City National Rochdale
April 2013 - January 2015 · 1 yr 9 mos
Rim Securities LLCBroker
November 2012 - January 2015 · 2 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.