Donald Kim is a registered investment advisor at Positive Delta Asset Management LLC, based in Los Angeles, CA, with 15 years of industry experience. Donald 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 66 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.68% |
Annual percentage fees range from 0.68% to 2.0% depending on account size and client type. Alternatively, qualified clients may choose a performance-based fee of up to 20% of net new profits. Fees are negotiable.
Fee Estimator
Location
520 S. Grand Ave., Suite 1070, Los Angeles, CA, 90071
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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 →Other Business Activities
Donald is the principal of Gemstone, a consulting service company for small businesses. He spends about 10-20% of his time on this activity, including a few hours during securities trading hours, managing consulting assignments.
Employment History
Current Registrations
Positive Delta Asset Management 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.
Exams
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