KH
KH

Karim Harrell

6 Years of Experience
Baldwin, NY
Broker

Karim Harrell is a registered investment advisor at Aimcdonnaugh & CO. INC., based in Baldwin, NY, with 6 years of industry experience. Karim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 55 clients with $5.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
55 clients
Average Client Portfolio
$107K average
Assets Under Management
$5.9M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $750K1.65%
$750K - $2.0M1.25%
$2M+1.25%

Fees negotiable for accounts over $2,000,000. AIM also manages variable annuity products and individual employer-sponsored retirement plans, with fees varying between 0.25% and 1.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2425 Grand Ave, Baldwin, NY, 11510

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aimcdonnaugh & CO. INC.
December 2025 - Present · 5 mos
Mcdonnaugh Securities LLC
December 2024 - Present · 1 yr 5 mos
Mcdonnaugh Securities LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Allstate Financial Services, LLCBroker
September 2017 - December 2022 · 5 yrs 3 mos
State Registrations2 states
NYVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.