VIM Wealth Management provides investment management, qualified plan consulting, and financial consulting services. They work with individuals, high net worth individuals, families, trusts, estates, businesses, and charities. VIM creates financial plans tailored to each client's situation, considering their assets, income, expenses, and goals. They also manage investments on an ongoing basis, monitoring performance and rebalancing portfolios as needed.
Assets Under Management$36M
Clients107
Advisors4
Avg. per Client$340K
Avg. per Advisor$9.1M
Fee Structure
Planning is included in investment management (also available separately)
VIM Wealth Management's fees for managing your investments are calculated as a percentage of the account balance. The exact percentage is negotiated with each client, but it will not exceed 1.75% annually. Fees are charged monthly, based on the account balance at the end of the month.
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