BK
BK

Byung Kim

9 Years of Experience
San Francisco, CA

Byung Kim is a registered investment advisor at Sigfig Wealth Management LLC, based in San Francisco, CA, with 9 years of industry experience. Byung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106,361 clients with $3.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
106,361 clients
Average Client Portfolio
$34K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Management fee is generally no greater than 0.50% of assets under management. Client fee arrangements vary and SigFig may exercise discretion in determining fees depending on aspects of the Client relationship and other factors, including but not limited to promotions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

225 Valencia St, San Francisco, CA, 94103

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Byung is a partner in 29109 Talavera LLC, which holds a second property, and spends minimal time on it. Byung is also a partner in KG Partners, Inc., which holds a restaurant business, and spends a few hours per week on it.

Employment History
Current Registrations
Sigfig Wealth Management LLC
October 2017 - Present · 8 yrs 6 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
August 2004 - February 2006 · 1 yr 6 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Byung Kim - Financial Advisor | TrueAdvisor