AH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
633 W 5th Street, Suite 1050, Los Angeles, CA, 90071
Get directionsRegulatory History (1)
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Criminal
December 2002Final Disposition
Other Business ActivitiesSells Insurance
Ali is a licensed insurance agent and president of Kinetic Financial & Insurance Solutions, Inc. and Kinetic Agency & Insurance Services, Inc., both insurance services companies, dedicating a few hours per week to each. Ali is also the President of Hush Homes LLC, a real estate investment property, spending minimal time on it.
Employment History
Current Registrations
Kinetic Investment Management, INC.
April 2016 - Present · 9 yrs 9 mos
Previous Registrations
Profectus Wealth Management
February 2014 - August 2016 · 2 yrs 6 mos
State Registrations2 states
CAIL
Advisor
Exams
No exam information available for this advisor.