Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
119 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$419K average
Assets Under Management
$2.2B

Fee Structure

Hourly Rate:Up to $500/hr

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
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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.

Employment History
Current Registrations
International Assets Investment Management, LLC
August 2012 - Present · 13 yrs 5 mos
International Assets Advisory, LLC Broker
July 2012 - Present · 13 yrs 6 mos
Previous Registrations
International Assets Investment Management, LLC
July 2012 - December 2015 · 3 yrs 5 mos
First Brokerage America, L.L.C.
May 2011 - July 2012 · 1 yr 2 mos
First Brokerage America, L.L.C.Broker
September 2006 - July 2012 · 5 yrs 10 mos
Fifth Third Securities, INC.
February 2005 - September 2006 · 1 yr 7 mos
Fifth Third Securities, INC. Broker
September 2004 - September 2006 · 2 yrs
Banc One Securities Corporation
May 2004 - September 2004 · 4 mos
Banc One Securities CorporationBroker
May 2004 - September 2004 · 4 mos
American Express Financial Advisors INC. Broker
February 2003 - May 2004 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
February 2003 - May 2004 · 1 yr 3 mos
State Registrations23 states
ALAZCAFLGAIAILKSLAMDMIMOMSNCNHNJNYOHPAPRSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.