Advanced Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Investment Management LLC provides discretionary asset management and financial planning services to individuals, including high‑net‑worth clients, and manages roughly $69 million across about 61 accounts. The firm documents client goals with investment policy statements and coordinates with outside professionals (e.g., attorneys, accountants, insurance agents) on an as‑needed basis.
AIM combines fundamental and technical (including cyclical) analysis to guide asset allocation and security selection, implementing long‑term, short‑term, or trading strategies tailored to each client’s objectives, time horizon, and risk tolerance. Accounts are typically managed on a discretionary basis with periodic reviews at least quarterly and custody and trade execution provided through Schwab Institutional.
A distinctive feature is that the manager maintains a separate, licensed insurance practice and devotes a substantial portion of their time to that activity; although the firm states it does not sell insurance products as an advisory business, the manager may offer insurance products and receive commission compensation, a disclosed conflict the firm says it mitigates through disclosure and fiduciary procedures. The firm’s generally higher account minimum (typically $500,000, with exceptions) and emphasis on tailored discretionary management with client‑imposed restrictions align it more with established or HNW investors than mass‑market retail clients.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% annually $500,000 - $999,999: 1.20% annually $1,000,000 - $1,499,999: 1.15% annually $1,500,000 - $1,999,999: 1.10% annually $2,000,000 - $2,499,999: 1.05% annually $2,500,000 - $2,999,999: 1.00% annually $3,000,000 - $3,499,999: 0.95% annually $3,500,000 - $3,999,999: 0.90% annually $4,000,000 - $4,499,999: 0.85% annually $4,500,000 - $4,999,999: 0.80% annually $5,000,000+: 0.75% annually
Account minimum: $500,000 Fee-only: Fee based on assets under management as per tiered schedule; no commissions or performance fees charged.
Main office
1415 Panther Ln, Suite 328
Naples FL 34109
Advisors at this office
1
Most active in
Florida
Also doing business as
Advanced Investment Management LLC · Advanced Wealth Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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