Advanced Investment Management (AIM) offers investment management services, creating tailored strategies based on your goals, time horizon, and risk tolerance. AIM has discretionary authority to manage your investments. AIM does not sell insurance or annuities, but the firm's manager is affiliated with entities that do. AIM requires a minimum of $500,000 to open an account.
Assets Under Management$69M
Clients65
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $2.5M | 1.05% |
| $2.5M - $3.0M | 1.00% |
| $3.0M - $3.5M | 0.95% |
| $3.5M - $4.0M | 0.90% |
| $4.0M - $4.5M | 0.85% |
| $4.5M - $5.0M | 0.80% |
| $5M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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