Kim Ip
Kim Ip is a registered investment advisor at Mai Capital Management, LLC, based in Rancho Santa Fe, CA, with 26 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 12,787 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
Fee Estimator
Location
Rancho Santa Fe, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kim is a member of the Limited Partner Advisory Committee for US Farming Realty Trust, an investment fund, dedicating minimal time. Kim also serves as a trustee for irrevocable life insurance trusts established for her nephews, spending minimal time on this activity.
Employment History
Current Registrations
Mai Capital Management, LLC
Evoke Advisors
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Luminous Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Montauk Securities CORP.Broker
State Registrations1 state
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