Amber Kay Ortiz

CFP

City National Securities, INC.

15 Years of Experience

Broker

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 Management	Annual Fee
Up to $1.0M	0.01%
$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

Clean regulatory record

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.

Other Business Activities

Amber is a board member at Laguna Blanca School, a private K-12 school, dedicating a few hours per week. She is also a trustee for the Towbes Family Foundation, spending minimal time and participating in the finance and investment committee.