Alpha Investment Management (AIM) offers discretionary investment management services tailored to client's specific needs. AIM manages portfolios based on client objectives, ranging from conservative to aggressive. AIM also provides Strategic Investment Management (SIM) service to clients who have multiple investment advisors to provide oversight and coordination among advisors. AIM focuses on diversified global portfolios across multiple asset classes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees for Strategic Investment Management (SIM) are negotiable. Fees for discretionary investment accounts may be negotiable for special circumstances, such as, low tax-basis, legacy assets which are to be maintained but monitored, or very conservative accounts which are primarily in fixed income.