Anthony Investment Management (AIM) provides investment management for individuals, high net worth individuals, and organizations. AIM also offers financial planning and consulting services, including retirement planning and estate planning, on a fixed-fee basis for non-investment advisory clients. AIM constructs investment plans based on client profiles and may recommend other professionals for consulting and implementation purposes. AIM also provides retirement plan consulting services to plan sponsors.
Assets Under Management$74M
Clients108
Advisors1
Avg. per Client$680K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.25% |
Nonprofit organizations may receive a discount. Fees may be reduced based on family relationship, dollar amount of assets to be managed, related accounts, unmanaged assets, and account composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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