Comprehensive Investment Management (CIM) offers ongoing investment management, including trading and rebalancing, to maintain client-approved asset allocations. CIM primarily uses open-ended mutual funds. CIM also provides financial advisory services on an ad hoc basis, covering investment management, taxes, retirement planning, asset protection, and estate planning. All client assets are managed with CIM having the authority to make trades without asking first.
Assets Under Management$57M
Clients55
Advisors5
Avg. per Client$1M
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
For clients who entered into an advisory agreement prior to January 2025, the standard investment management annual fee for the first $500,000 is 1%, the next $500,000 is 0.8%, the next $1,000,000 is 0.5%, the next $1,000,000 is 0.35%, and amounts higher than $3,000,000 is 0.275%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...