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.
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsBrenda works as a Senior Client Services Manager for MGO One Seven LLC, a registered investment advisory, dedicating about a quarter of her time. She is also a Registered Representative with International Assets Advisory, LLC, a broker-dealer, since 2019.