CIM Financial Group, operating as Capital Investment Management, provides ongoing investment advice and financial planning services. CIM's financial planning focuses on retirement, helping clients manage their finances and plan for expenses. Investment management services involve understanding client goals and developing suitable portfolios. CIM offers several investment strategies ranging from aggressive to conservative.
Assets Under Management$8.8M
Clients37
Advisors1
Avg. per Client$240K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable and may be reduced or waived for employees and their families.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...