Allen Investment Management (AIM) offers customized investment portfolio management to high-net-worth individuals, family offices, trusts, and foundations. AIM provides both discretionary and non-discretionary services, including outsourced family office services, customized portfolio management, and investment manager selection. AIM also sub-advises the Carnegie Hill Insurance Dedicated Fund. Fees are negotiable and tailored to the services provided.
Fee Structure
AIM's fees for managing your investments are negotiable and depend on the services provided. Fees can be based on a percentage of the value of your portfolio, a fixed schedule, or an incentive-based fee. The percentage charged on your portfolio varies depending on the amount you invest and the services you receive. AIM also allocates client assets to third-party managers, who charge separate fees in addition to AIM's fees.