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 (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.
Employment Separation After Allegations
September 2024
Other Business Activities

Arthur is a board member and treasurer volunteer for the Buffalo City Mission, a housing mission for the homeless. He dedicates minimal time to this activity and receives no compensation.

Employment History
Current Registrations
Previous Registrations
Wells Fargo Advisors
May 2015 - October 2024 · 9 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
August 2014 - December 2014 · 4 mos
Wells Fargo Advisors Financial Network, LLC Broker
August 2014 - October 2024 · 10 yrs 2 mos
Edward Jones Broker
October 2003 - August 2014 · 10 yrs 10 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.