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.
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Learn about disclosures →Aaron is the president and 20% owner of Rockport Global, LLC, and an advisor at International Assets Investment Management LLC, dedicating full-time hours to these roles. He also has part ownership in Knälters, LLC and K941, LLC for investment property holdings, and works as a craftsman in his spouse's furniture business, spending minimal time on each of these activities.