ER
CFP

Emily Casey Rassam

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$308.9M

Fee Structure

Minimum Investment:$1M

AIM is compensated through a monthly investment management fee based on a percentage of the account's net asset value, generally ranging from 0.15% to 1.00% per year, depending on the size and complexity of the account. Fees are negotiable and can be waived at AIM's discretion. Certain legacy accounts are billed quarterly. A $1,000,000 account minimum is required for new clients, but AIM reserves the right to waive this minimum. They also offer a subscription model with a start-up fee and ongoing monthly fee, with actual fees disclosed at the beginning of the relationship and are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

Austin, TX

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Contact
Emily Casey Rassam
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
Archer Investment Management
January 2022 - Present · 4 yrs
Previous Registrations
Kestra Advisory Services, LLC
April 2018 - January 2022 · 3 yrs 9 mos
Kestra Investment Services, LLCBroker
April 2018 - January 2022 · 3 yrs 9 mos
Principal Securities, INC. Broker
October 2013 - February 2018 · 4 yrs 4 mos
Sage, Rutty & Co., INC. Broker
September 2007 - September 2013 · 6 yrs
Metlife Securities INC.Broker
August 2007 - August 2007 · 0 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

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ER
Contact
Emily Casey Rassam