AIM Advisors offers ongoing investment management where they make investment decisions for you, and non-management advisory services where they provide recommendations but you make the final decisions. AIM also provides project-based and ongoing financial planning services, covering areas like education funding, retirement, and estate planning. Services are tailored to each client's needs, and all terms are detailed in a written agreement.
Assets Under Management$160M
Clients186
Advisors3
Avg. per Client$850K
Avg. per Advisor$53M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The firm may also at its discretion impose separate fees for additional advisory or planning services provided, but such fees will be disclosed in advance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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