Jeff Kim
Jeff Kim is a CFP-designated registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 17 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 11,030 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. At Gerber Kawasaki's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
2437 Main Street, Santa Monica, CA, 90405
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2014Other Business ActivitiesSells Insurance
Jeff is a licensed insurance agent.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.