RIM Associates manages investment portfolios for individuals, pension and profit sharing plans, trusts, estates and charitable organizations. RIM Associates creates an individualized asset allocation for each client. Clients can restrict the types of investments used. RIM Associates does not participate in a wrap program.
Assets Under Management$37M
Clients50
Advisors1
Avg. per Client$750K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the amount of assets being managed; clients may also aggregate assets to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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