Kimun Lee is a registered investment advisor that manages investment accounts based on each client's financial situation, needs, and investment objectives. Kimun Lee has experience with stocks, bonds, mutual funds, closed-end funds, ETFs, and ETNs. Kimun Lee does not specialize in any particular area of investment advisory service.
Assets Under Management$38M
Clients59
Advisors1
Avg. per Client$640K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Kimun Lee charges an annual management fee based on the average amount of your investments during the year. The fee is determined based on your needs, the complexity of your investment goals, and any restrictions you place on your portfolio. The annual advisory fee ranges from 0% to 1.25%. Fees are negotiable and may vary from client to client. Fees are billed annually in arrears.
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