Anna Kim

16 Years of Experience

Ashburn, VA

Broker

Anna Kim is a registered investment advisor at Sei Investments Management CORP, based in Ashburn, VA, with 16 years of industry experience. Anna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 112,646 clients with $220B in assets under management.

Sei Investments Management CORP

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

128 advisors

Number of Clients

112,646 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$216.4B

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.60%

Maximum advice fee is 1.25% for taxable accounts and 2.60% for non-taxable accounts. Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Ashburn, VA

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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.

Employment History

Current Registrations

Sei Investments Management CORP

January 2022 - Present · 4 yrs 9 mos

Sei Investments Distribution CO.

January 2022 - Present · 4 yrs 9 mos

Sei Investments Distribution CO.Broker

January 2022 - Present · 4 yrs 9 mos