Catherine Avery Investment Management (CAIM) provides ongoing investment portfolio management based on each client's goals, risk tolerance, and time horizon. CAIM also offers financial planning services, including investment planning, insurance, tax, retirement, education, and debt/credit planning. CAIM may act as a subadviser to other advisors.
Assets Under Management$180M
Clients53
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
CAIM charges a quarterly fee, paid in advance, of up to 0.3125% (1.25% annually) of the value of your investments. The specific fee is negotiable. You'll also be responsible for typical third-party fees, such as custodian and brokerage fees.
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