KI
KI

Kim Pfeifer Ip

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

MAI negotiates fees at its discretion, resulting in clients under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kim is a member of the Limited Partner Advisory Committee for US Farming Realty Trust, an investment fund, dedicating minimal time. Kim also serves as a trustee for irrevocable life insurance trusts established for her nephews, spending minimal time on this activity.

Employment History
Current Registrations
Mai Capital Management, LLC
November 2025 - Present · 3 mos
Evoke Advisors
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
First Republic Securities Company, LLCBroker
January 2013 - June 2019 · 6 yrs 5 mos
First Republic Investment Management, INC.
January 2013 - June 2019 · 6 yrs 5 mos
Luminous Capital, LLC
September 2008 - February 2013 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2003 - May 2008 · 4 yrs 11 mos
Lehman Brothers INC.Broker
July 1999 - September 2002 · 3 yrs 2 mos
Shearson Lehman Hutton INC.Broker
June 1988 - February 1989 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1987 - August 1988 · 8 mos
First Montauk Securities CORP.Broker
December 1987 - March 1988 · 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.