Advanced Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,476,315
Clients
65
37% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$1,068,866
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
Portfolio management
Expertise
Wealth management
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 location
Advanced Investment Management LLC
1415 Panther Ln, Suite 328
Naples FL 34109, United States
Number of offices
2
Most active in
Advanced Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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