Joo Kim is a registered investment advisor at Solomon Investment Consulting, INC., based in Los Angeles, CA, with 25 years of industry experience. Joo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 10 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Solomon Investment Consulting manages investments for a percentage of the value of your portfolio, with a maximum annual fee of 2.5%. Accounts within the same household may be combined for a reduced fee.
For accounts over $1,000,000, Solomon Investment Consulting charges 2.00% annually, plus a performance fee of 20% of any increase from the previous quarter (high water mark).
Location
691 Irolo Street, #504, Los Angeles, CA, 90005
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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 →Employment History
Current Registrations
Solomon Investment Consulting, INC.
Previous Registrations
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Citigroup Global Markets INC.
State Registrations1 state
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.