Kim Petersen is a registered investment advisor at Checchi Capital Advisers, LLC, based in Beverly Hills, CA, with 2 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 189 clients with $2.3B 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 $50.0M | 0.90% |
| $50M+ | 0.70% |
Fees may be negotiable based on portfolio size and pre-existing relationships.
Fee Estimator
Location
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Kim serves on the board of directors for both EDEN Grow Systems, a sustainable farming start-up, and Feed the Future Foundation, a sustainable farming outreach and education charitable organization. These activities are not investment-related.
Employment History
Current Registrations
Checchi Capital Advisers, LLC
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.