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Suehyun Kim

Advisor at Wilshire

Updated today
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Firm

Wilshire

Location

Santa Monica, CA 90401-1085

Credentials

Series 63, Series 65

Industry experience

10 years

About

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.

Client services

Based on Wilshire

Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Wilshire

Wealth management Private / alternative investments

Occupation focus

Based on Wilshire

Founder/Business Owner Financial Professional

Fee options

Fixed

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.

Percentage

$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-based

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.

Other

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.

Location

1299 Ocean Avenue Suite 600

Santa Monica, CA 90401-1085

Most active in

California

Work history

Wilshire Associates Incorporated

2018 - Present (8 years)

Cetera Investment Management

2011 - 2018 (7 years)

Cetera Advisor Networks Llc

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Active portfolio management
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Self-Employed
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Wealth management
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Mark G

Series 63

Los Angeles, CA

Haleakala Investment Advisors

Concentrated stock management Executive
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Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Attorney
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