Steve Kim
Steve Kim is a CFP-designated registered investment advisor at Orbis Wealth Management, based in Greenfield, MA, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 162 clients with $70M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable based on various criteria. The same fee schedule applies to direct asset management and variable annuity management.
Fee Estimator
Location
324 Main St, Second Floor, Greenfield, MA, 01301
Get directionsHistory
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
Steve is involved in several outside business activities, including serving as President Elect and Scholarship Committee member for Peterborough Rotary Club, Managing Partner/Owner of HCB Solutions Group LLC (selling health insurance), President of Orbis Financial Group, Inc, and Owner of Orbis Wealth Management. He also serves on the board or committees for Monadnock Community Hospital, The Colonial Performing Arts Center, and Monadnock Regional Foundation for Family Services, Inc. Steve also works as a Registered Representative for Gradient Securities, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Orbis Wealth Management
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
B.B. Graham & Company, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Mizuho Securities USA INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.