Eui Lim is a registered investment advisor at Allmerits Asset, LLC, based in Valencia, CA, with 4 years of industry experience. Eui operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 234 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allmerits Asset charges a percentage of your portfolio each year, with a maximum fee of 1.00%. This fee is billed quarterly, in advance, and is negotiable based on the size of your account and the services provided. If Allmerits uses a sub-adviser, their fee is generally separate and will be disclosed to you. When using Betterment, their fee is included in Allmerits' management fee.
Location
27018 Monterey Ave, Valencia, CA, 91355
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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 →Other Business ActivitiesSells Insurance
Eui is the President & CEO of EB Wealth, CA, where she markets and promotes a fixed insurance product, spending about half her time on this. She also works as an Investment Adviser Representative for Think Wealth and as an Insurance Agent/Wealth Advisor for Precision Wealth Financial, spending about 10-20% of her time on each.
Employment History
Current Registrations
Allmerits Asset, LLC
Think Wealth, LLC
State Registrations1 state
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