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.
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
Get directionsAnne is an advisor with International Assets Investment Management LLC and the owner of Gold Leaf Investments, a private label entity for her financial business, taking nearly full-time. She also serves as a board member for Virginia Tech, dedicating minimal time.