Andi Kim is a CFA-designated registered investment advisor at Positive Delta Asset Management LLC, based in Los Angeles, CA, with 20 years of industry experience. Andi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PDAM charges a percentage of the assets they manage, ranging from 0.68% to 2.0% annually, depending on the size of the account and whether it's an institutional or retail account. Alternatively, for qualified clients, PDAM can charge up to 20% of net new profits. PDAM also offers an hourly rate of $200 per hour.
Location
3255 Wilshire Blvd., Suite 1100, Los Angeles, CA, 90010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andi has been employed as CIO for Positive Delta Management, Inc. since 2005 and a partner at AK Financial Holdings since 2011. Andi dedicates about half of their time to AK Financial Holdings, a CFTC registered CPO, including a couple of hours during securities trading hours.
Employment History
Current Registrations
Positive Delta Asset Management LLC
Previous Registrations
Think Wealth, LLC
Ckp Wealth Management, LLC
Mont Blanc Asset
State Registrations1 state
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