AIM Advisors offers investment advice and portfolio management services. AIM Advisors works with clients to understand their financial goals, risk tolerance, and objectives to create a suitable portfolio allocation. The firm may use individual stocks, bonds, exchange-traded funds, and mutual funds. AIM Advisors also offers financial planning services, which may include state or tax planning recommendations, annual reviews, and advice on various types of property.
Assets Under Management$18M
Clients19
Advisors1
Avg. per Client$950K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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