Allison Investment Management (AIM) offers investment advice and financial planning to individuals and high-net-worth individuals. AIM helps clients with investment objectives, asset allocation, and written investment strategies. AIM also provides financial planning consulting services including risk assessment, estate planning, and financial decision making.
Assets Under Management$170M
Clients100
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.80% |
| $8M+ | 0.60% |
Fees may be negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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