TrueAdvisor
TrueAdvisor
JS
JS

Jaemin Sim

Strategic Advisers LLC
23 Years of Experience
Mission Viejo, CA
8 DisclosuresBroker
View SEC Summary
View SEC Summary

Jaemin Sim is a registered investment advisor at Strategic Advisers LLC, based in Mission Viejo, CA, with 23 years of industry experience. Jaemin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Mission Viejo, CA

Get directions

History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2026
Pending
Financial
February 2026
Pending
Financial
October 2025
Final
Financial
October 2025
Final
Financial
September 2025
Pending
Financial
September 2025
Pending
Financial
August 2025
Pending
Financial
August 2025
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jaemin is an independent consultant for Rodan and Fields, LLC, a cosmetics company, since 2017. He spends minimal time on this activity, primarily to get discounts on skincare, with potential income from commissions.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
March 2017 - Present · 9 yrs 7 mos
Fidelity Brokerage Services LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
April 2017 - July 2018 · 1 yr 3 mos
Securities America, INC.Broker
June 2013 - March 2017 · 3 yrs 9 mos
Securities America Advisors, INC.
June 2013 - March 2017 · 3 yrs 9 mos
Capital Analysts, INC
June 2012 - February 2013 · 8 mos
Lincoln Investment Planning, INC
June 2012 - February 2013 · 8 mos
Lincoln InvestmentBroker
June 2012 - February 2013 · 8 mos
Capital Analysts Incorporated
December 2009 - June 2012 · 2 yrs 6 mos
Capital Analysts, IncorporatedBroker
December 2009 - June 2012 · 2 yrs 6 mos
AXA Advisors, LLC
August 2009 - December 2009 · 4 mos
AXA Advisors, LLCBroker
August 2009 - December 2009 · 4 mos
Charles Schwab & CO., INC.
June 2007 - June 2008 · 1 yr
Charles Schwab & CO., INC.Broker
August 2001 - June 2008 · 6 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Mission Viejo, CA →All financial advisors in California →