Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
125 Newbury St, 4th Floor, Boston, MA, 02116
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Brendan serves as a board member on the DWS RIA Advisory Board, networking and sharing ideas within the RIA community since the Summer of 2020. This investment-related activity requires a few hours per week.