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Keun Kim
23 Years of Experience
Metuchen, NJ
2 Disclosures
Keun Kim is a registered investment advisor at Klimax Wealth Management, LLC, based in Metuchen, NJ, with 23 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 4 more. Their firm serves 33 clients with $48M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$48.3M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Metuchen, NJ
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2022Settled
Criminal
October 2003Final Disposition
Employment History
Current Registrations
Klimax Wealth Management, LLC
February 2005 - Present · 21 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
December 2002 - September 2004 · 1 yr 9 mos
UBS Financial Services INC.Broker
December 2002 - September 2004 · 1 yr 9 mos
Morgan Stanley
June 2002 - December 2002 · 6 mos
Morgan Stanley Dw INC.Broker
December 2001 - December 2002 · 1 yr
State Registrations1 state
NJ
Advisor
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.