NIM Wealth Solutions manages investment portfolios and provides financial consulting and planning services for individuals, families, and business owners. Operating primarily through a bundled fee program, NIM Wealth Solutions tailors investment strategies using equities, exchange-traded funds, mutual funds, private investments, and alternative investments. The firm focuses on helping clients build, manage, and preserve wealth while addressing retirement income and risk management. NIM Wealth Solutions operates as a registered investment advisor based in San Jose, California.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are based on a percentage of assets under management not to exceed 2.00%. The specific fee is identified in the client agreement. Financial planning is included at no extra cost.