Suehyun Kim
Advisor at Wilshire
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wilshire
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wilshire
Location
Santa Monica, CA 90401-1085
Credentials
Series 63, Series 65
Industry experience
10 years
Suehyun Kim is a financial advisor at Wilshire with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wilshire Associates Incorporated since 2018. Prior to that, she was with Cetera Investment Management and Cetera Advisor Networks LLC from 2011 to 2018. Wilshire serves institutional investors and financial intermediaries by providing investment consulting and management primarily through pooled investment vehicles and manager-of-managers structures. The firm emphasizes an analytics-driven investment process focused on integrated asset/liability modeling and strategic asset allocation, offering both discretionary and non-discretionary mandates alongside quantitative tools and regular client reporting.
Based on Wilshire
Fixed retainer fees from $35,000 to $4 million for non-discretionary advisory services; $250,000 to $3 million for risk management consulting; fixed retainer fees for Wilshire Compass and Wilshire Trust Universe Comparison Services, amount varies by usage.
$0 - $25 million: Not explicitly stated, fees negotiable $25 million+: Separate account management fees generally between 0.50% and 1.00% (50 to 100 basis points) on committed or invested capital $0+: Discretionary advisory services typically 0.05% to 0.65% (5 to 65 basis points) on assets under management $0+: Life-cycle or targeted retirement date investment programs typically 0.03% to 0.25% (3 to 25 basis points) on assets under management $0+: Financial intermediaries asset-based fees typically 0.02% to 0.50% (2 to 50 basis points); fees for hedge fund of fund strategies range from 0.10% to 1.20% (10 to 120 basis points) $0+: Fees for access to hedge fund strategies on the Wilshire Managed Account Platform range from 0.25% to 0.75% (25 to 75 basis points)
Performance fees generally charged on profits earned; can be up to 20% in certain hedge fund of fund strategies; details vary by client and are disclosed in agreements.
Account minimum: $25 million Minimum fee: Minimum annual fee of $100,000 per investor for Wilshire Solutions Funds Trust; minimum fee may be waived at Wilshire's discretion.
1299 Ocean Avenue Suite 600
Santa Monica, CA 90401-1085
California
Wilshire Associates Incorporated
2018 - Present (8 years)
Cetera Investment Management
2011 - 2018 (7 years)
Cetera Advisor Networks Llc
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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