Family Investment Management (FIM) offers financial planning and investment management services. Financial planning covers budgeting, investments, estate, tax, and business-related issues. Investment management is offered on both a discretionary and non-discretionary basis, using computer algorithms to track price movements and manage risk. FIM works with clients to design investment strategies based on their financial situation, risk tolerance, and investment objectives.
Assets Under Management$28M
Clients91
Advisors2
Avg. per Client$310K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.50% |
| $2.0M - $3.0M | 2.25% |
| $3.0M - $4.0M | 2.00% |
| $4.0M - $5.0M | 1.75% |
| $5.0M - $6.0M | 1.50% |
| $6M+ | 1.50% |
Fees are negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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