Ji Kim is a registered investment advisor at Pasadena Private Wealth, LLC, based in Honolulu, HI, with 7 years of industry experience. Ji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 524 clients with $1.6B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Location
Honolulu, HI
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2018Other Business Activities
Ji works as an art consultant for DeRubeis Fine Art of Metal since December 2024. This non-investment related activity takes about 10-20% of Ji's time.
Employment History
Current Registrations
Pasadena Private Wealth, LLC
Previous Registrations
Sageview Advisory Group, LLC
Cetera Advisor Networks LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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.