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.
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
Get directionsAndrew 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.