Eui Lim is a registered investment advisor at Allmerits Asset, LLC, based in Valencia, CA, with 5 years of industry experience. Eui operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%, billed quarterly in advance. Fees are negotiable based on account size and services provided.
Fee Estimator
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
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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