Kyung Choe
Kyung Choe is a CFP-designated registered investment advisor at Apiis Wealth Management CORP., based in Buena Park, CA, with 13 years of industry experience. Kyung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 2 clients with $390K 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% and is negotiable. This fee is separate from any sub-adviser management fees.
Fee Estimator
Location
6281 Beach Blvd, Suite 116, Buena Park, CA, 90621
Get directionsHistory
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
Kyung is a managing member of DK Properties and Management, and President of DK Designtrend Inc. Kyung also owns iAdvisorGroup Corp, where she sells insurance and annuities, dedicating about half of her time, and is an Investment Adviser Representative at Allmerits Asset, LLC, spending a few hours per week.
Employment History
Current Registrations
Apiis Wealth Management CORP.
Allmerits Asset, LLC
Previous Registrations
Allmerits Asset Managment, LLC
Horter Investment Management, LLC
AXA Advisors, LLC
Signator Investors, INC.
AXA Advisors, LLC
State Registrations1 state
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