Apogee Investment Management (AIM) is a registered investment advisor providing investment advice and financial planning services. AIM manages investment portfolios based on clients' individual needs and goals, typically with discretionary authority. AIM also offers financial planning services covering areas like retirement, estate, tax, and insurance planning. Clients may or may not contract with AIM for investment management services.
Assets Under Management$120M
Clients116
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Existing clients may have been grandfathered in from a different fee schedule. Fees, account minimums and payment terms may be negotiable depending on a client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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