Jaemin Sim
Jaemin Sim is a registered investment advisor at Strategic Advisers LLC, based in Mission Viejo, CA, with 23 years of industry experience. Jaemin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Mission Viejo, CA
Get directionsHistory
Regulatory History (7)
Financial
February 2026Financial
October 2025Financial
October 2025Financial
September 2025Financial
September 2025Financial
August 2025Financial
August 2025Other 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
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Capital Analysts, INC
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations53 states
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.