Access Investment Management (AIM) provides investment advice tailored to clients’ needs and investment objectives. AIM offers investment advisory services through its Investment Advisory Representatives to accounts opened with AIM. Managed Accounts are available to individuals and high net worth individuals. AIM provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs.
Assets Under Management$460M
Clients32
Advisors3
Avg. per Client$14M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and may be lower than the standard fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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