Donald Kim is a registered investment advisor at Positive Delta Asset Management LLC, based in Los Angeles, CA, with 15 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PDAM charges a percentage of the assets they manage, ranging from 0.68% to 2.0% annually, depending on the size of the account and whether it's an institutional or retail account. Alternatively, for qualified clients, PDAM can charge up to 20% of net new profits. PDAM also offers an hourly rate of $200 per hour.
Location
520 S. Grand Ave., Suite 1070, Los Angeles, CA, 90071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is the principal of Gemstone, a consulting service company for small businesses. He spends about 10-20% of his time on this activity, including a few hours during securities trading hours, managing consulting assignments.
Employment History
Current Registrations
Positive Delta Asset Management LLC
State Registrations1 state
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