TrueAdvisor
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AM

Ali Iman Matin

Wedbush Securities INC.
11 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Wedbush Securities INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
218 advisors
Number of Clients
10,099 clients
Average Client Portfolio
$568K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees negotiable for accounts over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$250

Location

1000 Wilshire Blvd, Ste 900, Los Angeles, CA, 90017

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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.
Employment Separation After Allegations
February 2015
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wedbush Securities INC.
March 2015 - Present · 10 yrs 11 mos
Wedbush Securities INC.Broker
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2014 - March 2015 · 5 mos
Wells Fargo Advisors, LLCBroker
August 2014 - March 2015 · 7 mos
Scottrade, INC.Broker
June 2012 - September 2012 · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.