Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
101 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

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.

Areas of Practice
Investment Management
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Advisor Information

Office location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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Regulatory History (1)
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.
Customer Dispute
October 2008
Denied
Other Business Activities

Brenda 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.

Employment History
Current Registrations
International Assets Advisory, LLC Broker
July 2019 - Present · 6 yrs 6 mos
Oneseven
November 2018 - Present · 7 yrs 2 mos
Previous Registrations
PNC Investments
November 2009 - November 2018 · 9 yrs
PNC Investments Broker
November 2009 - November 2018 · 9 yrs
Natcity Investments, INC.
April 2006 - November 2009 · 3 yrs 7 mos
Natcity Investments, INC.Broker
September 2002 - November 2009 · 7 yrs 2 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.