NIM Wealth Solutions

NIM Wealth Solutions is a registered investment adviser that serves individuals, families, trusts, foundations and institutions, offering discretionary portfolio management alongside financial consulting and planning. Like most team firms, it generally charges percentage-of-assets-under-management fees and allocates client assets among equities, ETFs, mutual funds, private investments and alternative strategies.

The firm implements investment plans on a discretionary basis, using asset-allocation frameworks, model managers and a platform provider to execute trades and rebalance accounts; it also uses the Pontera platform to manage held-away participant retirement accounts. Financial consulting and tax consulting are integrated into the advisory relationship—tax consulting and planning are provided through an affiliated entity, NIM Tax Solutions, Inc.—and stand-alone planning services are available under separate agreements.

What sets NIM apart from many peers is that it operates as a wrap-fee program sponsor for its advisory clients, so advisory, execution, custody and reporting are bundled into a single program, and the platform/provider and model managers receive a portion of fees. The firm also has affiliated insurance and tax-related businesses and maintains third-party relationships (including with Advisors Excel and other platform providers) that support product distribution, tax services and administrative functions.