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Frequently Asked Questions
Fees
CIM charges an asset based management fee for its investment management services pursuant to the fee schedule for each
InvestFlex™ Strategy selected by the investor or advisor. In addition to management fees, an investment account
will incur other transaction costs including brokerage commissions for trades placed within an investment account. CIM
does not receive or accept any other forms of compensation including commissions or rebates from investment product
providers or financial institutions.
Minimum Investment
The minimum investment ranges from $25,000 to $50,000 depending on the InvestFlex™ Strategy selected by the investor.
Custom UMA portfolios may require a higher minimum investment depending on the specific mix of InvestFlex™ Strategies
selected by the investor and transaction costs associated with managing the investment account.
Custody
CIM does not take legal custody of our client investment accounts or funds. Client accounts are held in the clients name at
the brokerage/custodian chosen by each client. CIM manages accounts pursuant to an investment advisory contract that provides
CIM with limited power to trade, receive or access duplicate statements, invoice and deduct management fees and make cash
distributions directly to our clients upon their request. With the recent scandals on Wall Street, CIM understands the
importance investors place on the protection and maintaining control of their investment funds.
Termination Fees
CIM does not charge termination or redemption fees associated with the termination of CIM as investment manager of a client
account. The relationship may be terminated upon written notice be either party at any time.
Lock-Up Periods
CIM does not impose a lock-up or minimum investment time period on client accounts.
For more detailed information or questions about our investment management services, please
contact your CIM Advisor.
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