Justin Kim is a registered investment advisor at Ludus Capital, LLC, based in Albany, NY, with 1 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $360K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ludus Capital offers two fee options for investment advisory services:
- Option A: A fixed 2.0% annual fee based on the value of your portfolio, calculated daily and charged monthly.
- Option B: A fixed 1.5% annual fee based on the value of your portfolio, plus a performance-based incentive fee paid annually if certain conditions are met. This option is only available to qualified clients.
Ludus may modify or waive the management fee at its discretion. Clients are responsible for third-party fees such as custodian and brokerage fees.
Location
418 Broadway, #5887, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ludus Capital, LLC
State Registrations1 state
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