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Annie Kim

14 Years of Experience
West Hollywood, CA

Annie Kim is a registered investment advisor at Ar Asset Management, INC., based in West Hollywood, CA, with 14 years of industry experience. Annie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 126 clients with $600M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
126 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$602.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

AR Asset Management provides investment management services for an annual fee based on the value of your portfolio. The annual fee generally ranges between 0.50% and 1.00%, but can range from 0.10% to 1.50%, depending on the amount you invest and the type of services you need. ARAM also offers fixed-fee arrangements for investment management services. These fees do not include brokerage commissions or other transaction fees.

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Location

9229 Sunset Boulevard, Suite 425, West Hollywood, CA, 90069

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ar Asset Management, INC.
February 2012 - Present · 14 yrs 3 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Annie Kim - Financial Advisor | TrueAdvisor