AIM Advisors LLC offers consulting and personalized investment management services to individuals and high net worth individuals. AIM Advisors helps clients define their investment objectives and manages their assets accordingly. The firm also provides financial planning services, including estate, financial, and retirement planning, insurance, taxes, and investment strategies. AIM Advisors acts as a fiduciary, legally required to act in the client's best interest.
Assets Under Management$1.7M
Clients14
Advisors2
Avg. per Client$120K
Avg. per Advisor$860K
Fee Structure
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The Adviser, in its sole discretion, may negotiate to waive its stated account minimum fee or to reduce any fee. The Adviser imposes a minimum annual fee of $1,000. We may aggregate the portfolios of family members to meet the minimum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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