Matthew Kim
Matthew Kim is a registered investment advisor at Allmerits Asset, LLC, based in Buena Park, CA, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 234 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allmerits Asset charges a percentage of your portfolio each year, with a maximum fee of 1.00%. This fee is billed quarterly, in advance, and is negotiable based on the size of your account and the services provided. If Allmerits uses a sub-adviser, their fee is generally separate and will be disclosed to you. When using Betterment, their fee is included in Allmerits' management fee.
Location
6281 Beach Blvd., Suite 116, Buena Park, CA, 90621
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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
Matthew works as an investment advisor representative for Allmerits Asset, LLC, dedicating about 40% of his time. He also works as a producer and in company management for Allmerits Financial and Insurance Services, spending about half his time on insurance-related activities, and is President/CEO of Planwise College Consulting, spending about 10-20% of his time. Matthew also spends minimal time on securities business with Kayan Securities, Inc.
Employment History
Current Registrations
Allmerits Asset, LLC
Kayan Securities, INC.Broker
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.