NIM Wealth Solutions helps clients build, manage, and preserve their wealth through investment management and financial consulting. Investment management is offered on a discretionary basis, allocating assets among equities, ETFs, mutual funds, and alternative investments. Financial consulting includes tax planning through an affiliated entity, NIM Tax Solutions, Inc. Stand-alone financial consulting is available for a separate fee.
Fee Structure
NIM Wealth Solutions manages investments through a wrap fee program, where all transaction fees are included. The annual fee is a percentage of your portfolio, not to exceed 2.00%. The fee is calculated based on the average daily balance of your account and is billed monthly in arrears. NIM has the discretion to determine alternative fees on a client-by-client basis.