Archangel Investment Management (AIM) offers discretionary investment management services and personalized solutions to individuals. AIM aims to grow or preserve assets over the long term by establishing an appropriate asset allocation strategy, selecting managers, selecting a specific allocation model, making adjustments, evaluating results, and providing continuous communication. AIM has the authority to manage client portfolios without prior consultation, including determining the types and amounts of securities to be purchased or sold.
Assets Under Management$990K
Clients9
Advisors1
Avg. per Client$110K
Avg. per Advisor$990K
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are rarely negotiated on a client-by-client basis. Management fees may be different if AIM is working with another registered investment advisor firm as a solicitor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...