Advisor at AMI Asset Management Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AMI Asset Management Corp
Location
Los Angeles, CA 90024
Credentials
Series 65
Industry experience
24 years
Matthew Humiston is a financial advisor at AMI Asset Management Corp in Los Angeles, CA, with 24 years of industry experience. He holds a Series 65 designation and has been with AMI Asset Management since 2000. Outside of his advisory role, Mr. Humiston is a one-third partner in two real estate investment partnerships, HUMATA Partners and BPM Partners, dedicating less than 10% of his time to these activities. AMI Asset Management provides discretionary portfolio management to individual and high-net-worth clients, institutional accounts, trusts, corporations, and non-affiliated private pooled funds. The firm employs a combination of bottom-up fundamental research and top-down processes across various equity and fixed income strategies, managing approximately $1.93 billion in discretionary assets under management across nine advisors.
$0 - $10 million: 1.00% for Domestic Large Cap Growth, Domestic Small Cap Growth, Domestic Large Cap Equity Income, Amplified Growth Strategy $10,000,001+: 0.75% for Domestic Large Cap Growth, Domestic Small Cap Growth, Domestic Large Cap Equity Income, Amplified Growth Strategy $0+: 0.60% flat fee for Government/Corporate Fixed Income (minimum $1,000,000) $0+: 0.50% flat fee for Intermediate Quality Tax Exempt Fixed Income (minimum $1,000,000) $0+: 1.00% flat fee for High Yield Capital Appreciation (minimum $1,000,000) $0 - $10 million: 0.70% for Large Cap Domestic Equity institutional accounts $10,000,001 - $25 million: 0.60% on next $15 million for Large Cap Domestic Equity institutional accounts $25,000,001 - $50 million: 0.50% on next $25 million for Large Cap Domestic Equity institutional accounts $50,000,001+: 0.40% on balance for Large Cap Domestic Equity institutional accounts $0 - $10 million: 0.90% for Small Cap Domestic Equity institutional accounts $10,000,001 - $25 million: 0.80% on next $15 million for Small Cap Domestic Equity institutional accounts $25,000,001 - $50 million: 0.70% on next $25 million for Small Cap Domestic Equity institutional accounts $50,000,001+: 0.60% on balance for Small Cap Domestic Equity institutional accounts $0 - $10 million: 0.70% for Domestic Large Cap Equity Income institutional accounts $10,000,001 - $25 million: 0.60% on next $15 million for Domestic Large Cap Equity Income institutional accounts $25,000,001 - $50 million: 0.50% on next $25 million for Domestic Large Cap Equity Income institutional accounts $50,000,001+: 0.40% on balance for Domestic Large Cap Equity Income institutional accounts
Account minimum: Varies by strategy; ranges from $500,000 to $1,000,000 as specified below Minimum fee: $10,000 minimum annual management fee for separately managed accounts (may be waived) Fee-only: Annual management fees ranging from 0.30% to 0.70% depending on strategy for model portfolios and private funds; no performance fees charged.
10866 Wilshire Blvd Ste 770
Los Angeles, CA 90024
California · Texas
AMI Asset Management
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")