James Ahn is a CFP-designated registered investment advisor at Halbert Hargrove, based in Long Beach, CA, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,449 clients with $3.5B 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 $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees are negotiable. The firm may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Location
111 West Ocean Boulevard, 23rd Floor, Long Beach, CA, 90802-7908
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Regulatory History (1)
Customer Dispute
December 2019Employment History
Current Registrations
Halbert Hargrove
Previous Registrations
Citigroup Global Markets INC.
Edward Jones
State Registrations2 states
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