Harinne Kim is a registered investment advisor at Apiis Wealth Management CORP., based in Buena Park, CA, with 20 years of industry experience. Harinne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 2 clients with $390K 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 | 1.00% |
Maximum annual fee is 1.00% and is negotiable. This fee is separate from any sub-adviser management fees.
Fee Estimator
Location
6940 Beach Blvd, Suite D-705, Buena Park, CA, 90621
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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
Apiis Wealth Management CORP.
Previous Registrations
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Espy Asset Management LLC
Client One Securities LLCBroker
Client One Securities LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
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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