Ables, Iannone, Moore & Associates (AIM&A) offers consulting and investment management services to individuals, trusts, estates, corporations, and business entities. AIM&A manages investment portfolios on a discretionary or non-discretionary basis, primarily allocating assets among individual debt and equity securities. They also provide advice on investments held in clients' portfolios, including variable life/annuity products and employer-sponsored retirement plans. AIM&A tailors its services to individual client needs and investment objectives.
Fee Structure
Ables, Iannone, Moore & Associates manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 2.00% of the assets managed. This fee does not include brokerage commissions or other transaction costs. The fee is calculated and charged quarterly, in advance, based on the average month-end balance of the assets in the preceding three months. The firm may negotiate a lower fee based on factors such as anticipated future earnings or the amount of assets to be managed.