Altair Investment Management (AIM) provides tailored investment advice to individuals, families, and small businesses. AIM manages two types of portfolios: Growth Accounts and Growth and Income Accounts. Services are offered on both a discretionary and non-discretionary basis, and clients can place restrictions on investments. AIM does not participate in wrap fee programs.
Assets Under Management$2.9M
Clients6
Advisors1
Avg. per Client$490K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.88% |
| $100K - $300K | 0.78% |
| $300K - $1.0M | 0.68% |
| $1.0M - $3.0M | 0.58% |
| $3M+ | 0.48% |
Fees are negotiable and based on client circumstances, investment strategies, and relationship size. Minimum fee of $50 per quarter on the first $100,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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