Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
257 clients
Average Client Portfolio
$611K average
Assets Under Management
$156.9M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

AIM is paid a management fee on assets managed, differing by strategy, TAMP/MMP, and trading frequency. Fees typically fall between 0.18% and 0.50% for sub-advisory, dual contract, and solicitor agreements. For institutional-sized relationships, fees may be negotiable. Investment advisory fees for individual clients are generally 1.50% on assets under management. AIM has direct client account minimums of $250,000 for all AIM strategies.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Algorithmic Investment Models
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Ceros Financial Services, INC.Broker
April 2021 - May 2024 · 3 yrs 1 mo
Beaumont Financial Partners LLC
December 2014 - December 2019 · 5 yrs
Assetmark Brokerage, LLCBroker
August 2014 - October 2014 · 2 mos
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Assetmark, INC.
June 2011 - October 2014 · 3 yrs 4 mos
Capital Brokerage CorporationBroker
June 2011 - November 2013 · 2 yrs 5 mos
Quasar Distributors, LLCBroker
September 2009 - May 2011 · 1 yr 8 mos
Fundquest Incorporated
February 2008 - May 2011 · 3 yrs 3 mos
Fidelity Investments Institutional Services Company, INC.Broker
October 1999 - September 2001 · 1 yr 11 mos
Salomon Smith Barney INC. Broker
February 1999 - March 1999 · 1 mo
Dean Witter Reynolds INC.Broker
September 1997 - December 1998 · 1 yr 3 mos
Northwestern Mutual Investment Services, INC. Broker
August 1996 - February 1997 · 6 mos
Robert W. Baird & CO. Incorporated Broker
August 1996 - February 1997 · 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.