Overview
- Headquarters
- Albany, NY
- Total Firm Assets
- $804 million
- Average High-Net-Worth Client Portfolio Size
- $4.1 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: CIM LLC FORM ADV APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2026-03-27)
· View brochure text
Latest filing: CIM LLC FORM ADV PART 2A FIRM BROCHURE (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Stated Minimum Annual Fee: $2,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 86.14%
- Number of High-Net-Worth Clients
- 168
- Total Client Accounts
- 1,074
- Discretionary Accounts
- 1,018
- Non-Discretionary Accounts
- 56
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 132136
- CIM LLC FORM ADV APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2026-03-27) (fee schedule source) · View brochure text
- CIM LLC FORM ADV PART 2A FIRM BROCHURE (2026-03-27) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗