Hatem Ben Dhiab
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Family accounts may be combined for fee calculation.
Fee Estimator
Wealth management fees are based on a percentage of assets managed: 1.50% for assets under $250,000 and 1.00% for assets over $250,000. Financial planning fees range from $250 to $10,000, based on complexity and advisor hourly rates ($350-$500/hour). A one-time $500 setup fee applies to the Wealth Building Program. Other business services, such as tax services, have tiered fees ranging from $650 to $1950, or an hourly rate of $375.
Areas of Practice
Advisor Information
Office location
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA, 90405
Get directionsRegulatory History (1)
Customer Dispute
August 2012Other 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.