Blake Kim is a registered investment advisor at Burlingame Investment Group LLC, based in Burlingame, CA, with 14 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burlingame Investment Group typically charges both an asset-based fee and a performance-based fee for managing investments. The asset-based fee is between 2% and 4% per year, billed quarterly in advance. A performance fee of 20% to 30% of profits is also charged. Lower fees may be negotiated for clients who invest significantly more than $1 million. Clients must meet certain net worth or investment criteria to pay a performance fee.
Location
Burlingame, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Burlingame Investment Group LLC
State Registrations1 state
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