David Kim is a CFA-designated registered investment advisor at Compound Insight, based in Portland, OR, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Insight manages investments for a fee that ranges from 0.15% to 0.60% annually. This fee is calculated each quarter based on the value of your investments on the last day of the previous quarter. The fees are negotiable and may vary depending on the amount of assets managed and the nature of the relationship. In addition to the investment management fee, some clients may also pay a performance-based fee between 15% and 20% of the amount their account outperforms a benchmark index.
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David writes a research blog, scuttleblurb.com, as part of his investment process, which generates subscription revenue.
Employment History
Current Registrations
Compound Insight
State Registrations1 state
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