CIM, LLC offers investment management and financial planning services. Investment management involves managing client accounts with the goal of maximizing capital appreciation, growth, or income. Financial planning services include creating a written plan addressing personal, tax, retirement, investment, and real estate concerns. CIM, LLC also manages wrap-fee accounts.
Fee Structure
CIM, LLC charges an annual fee for investment management based on a percentage of the assets they manage. This fee typically ranges from 0.5% to 1.00%, depending on the size and nature of your account. The exact percentage is agreed upon before you sign an agreement. There is a minimum account size of $100,000 for non-institutional clients and a minimum annual fee of $2,500. All fees are negotiable.