JK

Jared Albert Klapman

7 Years of Experience

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

125 Newbury St, 4th Floor, Boston, MA, 02116

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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
Algorithmic Investment Models
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Ceros Financial Services, INC.Broker
April 2021 - June 2024 · 3 yrs 2 mos
Longboard Asset Management
June 2018 - November 2019 · 1 yr 5 mos
State Registrations2 states
AZMA
Advisor
Exams
No exam information available for this advisor.