Advyzon Investment Management (AIM) provides investment management services through a turnkey asset management program. AIM works with advisory firms, allowing advisors to select investment strategies to manage client assets. AIM manages accounts on a discretionary basis, monitoring and rebalancing as needed. AIM also offers access to model portfolios and a personalized index engine. AIM does not directly interact with individual clients; instead, clients work through their advisory firm.
Fee Structure
Advyzon Investment Management (AIM) does not directly set the fees you pay. Instead, your advisory firm determines the overall fee, which may include AIM's program fee. AIM's maximum annual program fee is 0.35% of your portfolio. This fee is deducted directly from your account. AIM also offers other services, such as access to model portfolios and a personalized index engine, which may incur additional fees. Your advisory firm will provide details on all applicable fees.