Cecil Allen Ross

International Assets Advisory, LLC

31 Years of Experience

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Firm Information

International Assets Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

101 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Fees for portfolio management or advisory services are typically a percentage of assets held in the institution's account and vary depending on the services chosen. Consulting services are typically charged at an hourly rate, but IAA reserves the right to charge an annual fee based on a percentage of the institution's investment assets. All fees are negotiable and agreed upon prior to entering into a contract. Fees are paid in advance and do not include third-party fees.

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Areas of Practice

Investment Management

Advisor Information

Office location

5301 Knickerbocker Road, Suite 110, San Angelo, TX, 76904

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

December 2019

Final

Customer Dispute

June 2014

Award / Judgment

Customer Dispute

March 1999

Denied

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Other Business ActivitiesSells Insurance

Cecil is affiliated with International Assets Investment Management LLC as an advisor and is also the President/Owner/Partner of C A Ross Insurance Agency, LLC, a full-service insurance agency. Additionally, Cecil is a Registered Investment Advisor/Wealth Manager with C A Ross Wealth Management Group and a commercial landlord, while also dedicating time to non-profit activities.