Kimun Lee is a registered investment advisor at Lee, Kimun, based in San Francisco, CA, with 6 years of industry experience. Kimun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kimun Lee charges an annual management fee based on the average amount of your investments during the year. The fee is determined based on your needs, the complexity of your investment goals, and any restrictions you place on your portfolio. The annual advisory fee ranges from 0% to 1.25%. Fees are negotiable and may vary from client to client. Fees are billed annually in arrears.
Location
50 California St, 15th fl, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimun serves as a director for Firsthand Technology Value Fund and iShares Delaware Trust Sponsor, LLC. He is also a trustee for Firsthand Funds and FundX Investment Trust, dedicating a few hours per week to each board.
Employment History
Current Registrations
Lee, Kimun
State Registrations1 state
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