Advisor at A.I.M. Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
A.I.M. Financial Group, Inc.
Location
Alpharetta, GA
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Andy Khoo is a financial advisor with A.I.M. Financial Group, Inc. in Alpharetta, GA, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including over two decades at A.I.M. Financial Group and affiliations with THE O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he serves as vice-president of K&L Service, providing tax planning to clients. A.I.M. Financial Group, Inc. is a small wealth management firm offering discretionary portfolio management, financial planning, and third-party managed program recommendations. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using fundamental analysis and growth and income strategies tailored to client goals and risk tolerance.
Based on A.I.M. Financial Group, Inc.
Based on A.I.M. Financial Group, Inc.
$2,400 to $12,000 annually (negotiable)
$0 - $250,000: 2.00% annually $250,000 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001+: 1.25% annually
$200 per hour (minimum 1 hour)
Alpharetta, GA
Georgia
A.I.M. Financial Group, Inc.
2005 - Present (21 years)
THE O.N. Equity Sales Company
2004 - Present (22 years)
Ohio National Financial Services
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Cwpim
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