Appleton Investment Management Inc. (AIMI) offers portfolio management and investment consulting services to individuals, businesses, and trusts. AIMI manages taxable and tax-exempt accounts like IRAs and pension plans. AIMI makes investment decisions for clients without needing their approval for each trade. AIMI focuses on a client's risk tolerance, time horizon, and investment goals, and the risk/reward profiles of financial markets.
Assets Under Management$1.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $2.0M | 0.72% |
| $2M+ | 0.60% |
The above fee schedule applies to accounts that are substantially invested in equities; accounts that are significantly invested in fixed-income securities and/or cash equivalents are subject to negotiated fees. Minimum annualized fee is $1000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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