AIM Advisory Group offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning services covering investment, estate, insurance, tax, retirement, and college planning. AIM generally advises on mutual funds, stocks, bonds, ETFs, real estate funds, commodities, hedge funds, and insurance products.
Assets Under Management$18M
Clients39
Advisors1
Avg. per Client$470K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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