Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
119 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$419K average
Assets Under Management
$2.2B

Fee Structure

Hourly Rate:Up to $500/hr

IAIM's asset-based investment advisory fees are charged at an annual rate up to 3.00%, depending on the relationship size, inclusion/exclusion of transaction fees, and service complexity. Fees are negotiated between the client and the IAR. IAIM does not maintain a static fee schedule. Financial planning services are offered based on assets, hourly (up to $500/hour), or as a fixed engagement fee. Retirement plan advisory fees range up to 3.00% annually and may be negotiable depending on the plan's size and complexity.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Loading...

Advisor Information

Office location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

Get directions
Regulatory History (4)
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.
Employment Separation After Allegations
June 2012
Customer Dispute
April 2009
Settled
Customer Dispute
October 2008
Settled
Customer Dispute
March 2000
Settled
Other Business Activities

Brandon is a registered representative at Rockport Global, LLC and an advisor at International Assets Investment Management LLC, dedicating about half his time to these roles. He also works as an agent for Stryde/GMS Savings Solutions, spending a few hours per week, and is involved in two networking groups, dedicating minimal time to those activities.

Employment History
Current Registrations
International Assets Investment Management, LLC
August 2012 - Present · 13 yrs 5 mos
International Assets Advisory, LLC Broker
July 2012 - Present · 13 yrs 6 mos
Previous Registrations
International Assets Investment Management, LLC
August 2012 - December 2015 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2009 - July 2012 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - July 2012 · 2 yrs 9 mos
Banc of America Investment Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Morgan Keegan & Company, INC.
February 2007 - May 2008 · 1 yr 3 mos
Morgan Keegan & Company, INC.Broker
February 2007 - May 2008 · 1 yr 3 mos
Amsouth Investment Management Company LLC
July 2003 - February 2007 · 3 yrs 7 mos
Amsouth Investment Services, INC.
January 2003 - August 2003 · 7 mos
Amsouth Investment Services, INC.Broker
September 2002 - February 2007 · 4 yrs 5 mos
Wachovia Securities, INC.
December 1999 - September 2002 · 2 yrs 9 mos
Wachovia Securities, INC. Broker
December 1999 - September 2002 · 2 yrs 9 mos
Josephthal & Co., INC.Broker
April 1998 - December 1999 · 1 yr 8 mos
Abbey-Ashford Securities, INC.Broker
August 1997 - January 1998 · 5 mos
Josephthal Lyon & Ross IncorporatedBroker
November 1996 - August 1997 · 9 mos
State Registrations12 states
COFLINMAMINHNJNVNYORTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.