Allen & Associates Investment Management (AAIM) offers ongoing portfolio management services tailored to individual client goals and risk tolerance. AAIM creates an Investment Policy Statement for each client. AAIM uses Schwab Model Marketplace for some clients. AAIM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$1.6M
Clients18
Advisors1
Avg. per Client$88K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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