Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory
November 2021Other Business Activities
Ian is the owner of Capital Financial Group, LLC, a private label entity for financial business, and a managing member of James Financial, LLC, a holding company. He is also an investment advisor with Global Assets Advisory, LLC, a member/partner in Jackass, LLC (real estate holdings), a contributing book author, and a silent partner/owner in Gold Club, LLC (restaurant/bar).