How much does CIM charge?
When considering important value added financial services, the net cost is what’s important. We are confident the professional attention given to your portfolio will result in enhanced performance. That’s not to say your investments will always go up, but that overall you will likely do better. In that sense, then, our services should, in the very least, pay for themselves. It’s not difficult to contrast the considerable benefits of a properly planned, maintained, allocated, tax efficient portfolio, and the woeful result of mistakes from which some investors never recover. CIM charges an annual fee of 1% of the average balance of managed assets, one fourth of that amount billed quarterly. Reduced percentages are charged on larger investment portfolios starting at $500,000. Generally the minimum managed investment balance is $100,000. There is no separate charge for any auxiliary financial planning services.
