YIM Investment Management offers investment advice and portfolio management services to individuals, trusts, estates, charitable organizations, pension, and profit-sharing plans. They manage investments in exchange-traded funds (ETFs), stocks, bonds, and mutual funds. YIM Investment Management works with clients to establish financial goals and objectives, and offers various portfolio strategies based on risk tolerance, including income, moderate, moderate growth, and growth portfolios.
Assets Under Management$250M
Clients492
AdvisorsN/A
Avg. per Client$500K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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