AIM Capital provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, including full written plans covering investment, retirement, insurance, tax, and education planning, as well as modular plans focusing on specific areas. AIM Capital also offers one-time and as-needed consultations. You are responsible for implementing their financial planning recommendations.
Assets Under Management$310M
Clients246
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
These fees are for the AIM Capital Asset Management Program (wrap fee program). The firm also offers a Traditional Asset Management Program with lower fees but additional transaction charges. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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