Benjamin Kim is a registered investment advisor at The Pacific Group, based in Los Angeles, CA, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 44 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Advisory Capital Group charges a fee for managing your investments, calculated as a percentage of the average daily balance in your account. The percentage ranges from 0.15% to 2.00% per year, and is negotiable based on the size, scope, and complexity of the services provided.
Location
Los Angeles, CA
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Regulatory History
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
Benjamin is a senior associate at Pacific Advisory Capital Group, dedicating nearly full-time hours to financial planning and client management. He also works as an agent selling fixed/traditional insurance products through two entities, spending minimal time on each.
Employment History
Current Registrations
The Pacific Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, 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.