CIM, LLC operates under the trade names Curran Wealth Management and Curran Investment Management. The firm manages investment portfolios on a discretionary or non-discretionary basis, building customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and other securities. CIM, LLC also offers financial planning services covering personal goals, tax planning, cash flow, estate planning, retirement, and real estate. The firm specializes in working with individuals, families, pension plans, trusts, and business entities, with specific minimum investment requirements for non-institutional and institutional clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Blended rate typically ranges from 0.5% to 1.00% for non-institutional clients depending on account size and nature. Fees are negotiable.