Keun Kim
Keun Kim is a registered investment advisor at Klimax Wealth Management, LLC, based in Metuchen, NJ, with 24 years of industry experience. Keun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 33 clients with $48M 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 | 2.00% |
Fees range from 1.25% to 2.0% based on the size and complexity of the account. Subject to a $2,000 minimum annual fee and a $200 account setup fee (waived for accounts over $1,000,000).
Fee Estimator
Location
Metuchen, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2022Criminal
October 2003Employment History
Current Registrations
Klimax Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw 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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