A.I.M. Financial Group provides financial planning and manages investment portfolios. It also recommends third-party asset management platforms. Services include portfolio construction, asset allocation, and investment selection. For clients only interested in financial planning, A.I.M. Financial Group offers stand-alone financial planning services. The firm also recommends advisory platforms of other investment advisors with managed strategies.
Assets Under Management$24M
Clients38
Advisors1
Avg. per Client$620K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. The firm also recommends third-party asset management services, with aggregate fees ranging up to 2.00% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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