AIM Advisory Group provides ongoing portfolio management and personalized financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. Founded in 2012 and based in Lubbock, Texas, the firm creates customized investment strategies based on each client's goals, time horizon, and risk tolerance. Investment management services include asset allocation, security selection, and regular portfolio monitoring. AIM Advisory Group also assists clients with financial planning topics such as retirement planning, estate planning, tax concerns, insurance, and debt management. In managing portfolios, the firm utilizes mutual funds, stocks, bonds, exchange-traded funds, real estate funds, commodities, hedge funds, and insurance products like annuities. Additionally, the firm may refer clients to third-party investment managers when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are generally negotiable.