MB
CFP

Marti Ailene Bott

7 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

Hayden, ID

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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
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Ameriprise Financial Services, LLC Broker
July 2023 - April 2024 · 9 mos
Ameriprise Financial Services, INC. Broker
November 2013 - March 2016 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
February 2013 - March 2016 · 3 yrs 1 mo
Strasbaugh Financial Advisory, INC.
July 2010 - January 2013 · 2 yrs 6 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.