AI McDonnaugh & Co. offers financial planning and investment management services. Financial planning includes creating a program based on your financial situation and goals, with recommendations for actions like obtaining insurance or investing in securities. Investment management involves continuous advice and making investments based on your individual needs, primarily using stocks, bonds, and mutual funds. They manage accounts on a discretionary basis.
Assets Under Management$5.9M
Clients55
Advisors5
Avg. per Client$110K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $750K | 1.65% |
| $750K - $2.0M | 1.25% |
| $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
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Estimated Annual Fee
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