Alex Kim is a registered investment advisor at Select Money Management, INC., based in Los Angeles, CA, with 6 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 943 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Select Money Management (SMM) offers several investment management options:
- General Investment Advisory Services: In most situations, SMM does not charge a separate fee for general investment advisory services for individuals.
- AssetMark Platform: Clients pay an annual investment advisory fee which is a percentage based on the fair market value of the total assets under management. The fee range is between 1.00% and 2.00%.
- Select Money Management Wrap Fee Program: Fees range between 0.70% and 2.20%, depending on the asset allocation strategy, the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
- Managing the Managers: SMM receives a portion of the fee that you pay to the third-party manager, generally between 0.50% and 1.95%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
- Third-Party Wrap Fee Programs: SMM receives a portion of the fee that you pay to the sponsor, generally between 0.40% and 1.5%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
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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 Activities
Alex is a Director of Compliance at SEIA, LLC, an independent RIA, since 2019. This role is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Select Money Management, INC.
Signature Investment Advisors, LLC
Signature Estate Securities, LLCBroker
Seia
Previous Registrations
Osaic Wealth, INC.Broker
State Registrations1 state
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.