Advisor at Pasadena Private Wealth, LLC
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Firm
Pasadena Private Wealth, LLC
Location
Honolulu, HI
Credentials
Series 66
Industry experience
7 years
Ji Mi Kim is a financial advisor at Pasadena Private Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at SageView Advisory Group and several other firms. Outside of her advisory role, Kim is an art consultant with DeRubeis Fine Art of Metal in Honolulu. Pasadena Private Wealth serves individuals, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm’s investment approach combines fundamental analysis with model-driven portfolios and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.
Based on Pasadena Private Wealth, LLC
Based on Pasadena Private Wealth, LLC
Financial Planning & Consulting: initial flat fee up to $2,500; total flat fee up to $200,000 annually; Retirement Plan Consulting: flat fee basis
$0 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.45% $100,000,000+: Negotiable
Representatives are registered representatives of GT Securities, Inc. and receive commissions for securities sales, including mutual fund trail fees.
Financial Planning & Consulting: hourly fee up to $800/hour; Retirement Plan Consulting: hourly basis
Account minimum: $2,000,000 Fee-only: Financial Planning & Consulting: hourly up to $800/hour, flat fee up to $200,000 per annum, initial flat fee up to $2,500; Portfolio Monitoring: up to 0.5% annually; Retirement Plan Consulting: hourly, flat fee, or up to 1.00% of plan assets
Honolulu, HI
California · Hawaii
Pasadena Private Wealth, LLC
2025 - Present (1 year)
Self-employed
2023 - Present (3 years)
SageView Advisory Group
2017 - 2023 (6 years)
Cetera Advisors Networks, LLC
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Primerica Advisors
2016 - 2016 (1 year)
Guardian Life Insurance Co
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Honolulu, HI
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Series 63, Series 66
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Series 65
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Series 65
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
Honolulu, HI
CRL Advisors
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