Momentum Investment Management (MIM) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. MIM creates an Investment Policy Statement for each client to guide investment selection. MIM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$3.9M
Clients28
Advisors1
Avg. per Client$140K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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