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
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Advisor Information

Office location

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

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Regulatory History (11)
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
February 2022
Final
Customer Dispute
February 2020
Settled
Customer Dispute
July 2019
Settled
Employment Separation After Allegations
October 2018
Customer Dispute
March 2016
Settled
Customer Dispute
February 2016
Settled
Employment Separation After Allegations
October 2011
Customer Dispute
August 2009
Settled
Customer Dispute
February 2005
Settled
Customer Dispute
March 2004
Denied
Customer Dispute
September 2002
Settled
Other Business Activities

Andrew is a varsity soccer coach at Shaker Heights High School since 2018, dedicating a few hours per week. He is also a member/owner of Abe Wealth Management, LLC, a private label entity for his financial business, dedicating nearly full-time hours.

Employment History
Current Registrations
International Assets Investment Management, LLC
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
February 2012 - November 2018 · 6 yrs 9 mos
Stifel, Nicolaus & Company, Incorporated Broker
November 2011 - November 2018 · 7 yrs
Stifel, Nicolaus & Company, Incorporated
November 2011 - December 2011 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1997 - November 2011 · 14 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 1995 - November 2011 · 16 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Andrew Bruce Elsoffer - Financial Advisor | AdvisorDiscover