Andy Khoo
Andy Khoo is a CFP-designated registered investment advisor at A.I.M. Financial Group, INC., based in Alpharetta, GA, with 20 years of industry experience. Andy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 38 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. The firm also recommends third-party asset management services, with aggregate fees ranging up to 2.00% per year.
Fee Estimator
Location
Alpharetta, GA
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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
Andy is the President of AIM Financial Group, Inc., a registered investment advisory, where he provides investment, insurance, and estate planning advice to clients, dedicating about half his time. He is also the Vice-President of K&L Service, where he provides tax planning to clients, dedicating about 10-20% of his time.
Employment History
Current Registrations
A.I.M. Financial Group, INC.
Previous Registrations
On Investment Management CO
State Registrations1 state
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