Algorithmic Investment Models

Fee-Only (% of Portfolio)

Algorithmic Investment Models (AIM) is an asset manager that uses machine learning and behavioral finance to develop investment strategies. AIM offers portfolios based on three systems: Decathlon, Paradigm, and Sector Rotation, implemented primarily through Exchange Traded Funds (ETFs). AIM offers these strategies to investment professionals and institutions via wrap fee programs, sub-advisory contracts, dual contracts, and solicitor arrangements. AIM also provides investment advisory services to individual clients, including high net worth individuals and employees of the firm.

Assets Under Management$160M
Clients257
Advisors8
Avg. per Client$610K
Avg. per Advisor$20M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Actual fees will vary, and some fees could be waived depending on the agreement with the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

8 Advisors at this firm

Algorithmic Investment Models | TrueAdvisor