Jason Kim
Jason Kim is a registered investment advisor at Rosasharn Investment Management, LLC, based in San Francisco, CA, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rosasharn Investment Management (RIM) charges a quarterly management fee based on the value of your account. The annual fee is 1.6% for non-qualified clients and 0.4% for qualified clients. Qualified clients also pay a performance fee of 20% of the increase in the value of the account above a 4% hurdle rate each year.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the President of Alpha Gaming, Inc., a business consulting firm, since 2017. He dedicates about half of his time to this role, with about 10-20% of his time spent during securities trading hours for day-to-day management.
Employment History
Current Registrations
Rosasharn Investment Management, LLC
State Registrations1 state
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