AIM Advisory Group, LLC

AIM Advisory Group provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm notes a $100,000 minimum account size (waivable) and reports roughly $24.2 million in discretionary assets across its client base.

AIM documents client goals and risk tolerance in an Investment Policy Statement and uses a mix of fundamental, technical, cyclical analysis and modern portfolio theory to implement strategies. Its trading toolbox includes long‑ and short‑term trading and options strategies (including covered, uncovered and spread positions), and it invests across mutual funds, equities, fixed income, ETFs (including precious‑metal and defined‑outcome ETFs), REITs, commodities, hedge funds and insurance products; accounts are reviewed at least monthly.

Compared with many peers, AIM discloses non‑standard billing arrangements in addition to percentage‑of‑AUM fees — including fixed/retainer planning fees ($500–$10,000) and hourly billing ($300/hr billed in quarter‑hour increments) — and it collects asset‑based fees monthly in advance. The brochure also discloses arrangements that can create conflicts of interest (representatives may be licensed insurance agents, AIM may receive fee‑splits from third‑party advisers, and the firm requires clients to use a specific broker‑dealer), with the firm stating it will disclose and seek to manage those conflicts.