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.
Customer Dispute
June 2018
Denied
Other Business Activities

Anne 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.

Employment History
Current Registrations
International Assets Advisory, LLC Broker
January 2022 - Present · 4 yrs
Previous Registrations
International Assets Investment Management, LLC
January 2022 - January 2022 · 0 mos
Wells Fargo Clearing Services, LLC Broker
September 2015 - February 2022 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLC
September 2015 - February 2022 · 6 yrs 5 mos
Edward Jones
August 2010 - September 2015 · 5 yrs 1 mo
Edward Jones Broker
August 2010 - September 2015 · 5 yrs 1 mo
Bb&t Asset Management, INC.
May 2005 - October 2005 · 5 mos
Bb&t Investment Services, INC.Broker
June 2004 - December 2004 · 6 mos
State Registrations7 states
FLHINCNHNYSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anne Adkerson Satterfield - Financial Advisor | AdvisorDiscover