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 (2)
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
Customer Dispute
April 2008
Settled
Other Business ActivitiesSells Insurance

Collin is an advisor with International Assets Investment Management, LLC and owner of Prosperity Wealth Management, LLC, dedicating full-time hours to each. He also has involvement in a restaurant/bar, a preservation trust, a management company, a school board, and a property management company, all requiring minimal time.

Employment History
Current Registrations
International Assets Investment Management, LLC
October 2024 - Present · 1 yr 3 mos
Global Assets Advisory, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - October 2024 · 7 mos
Bright Futures Wealth Management, LLC
January 2017 - October 2024 · 7 yrs 9 mos
Cetera Advisors LLC
November 2011 - March 2024 · 12 yrs 4 mos
Cetera Advisors LLCBroker
October 2011 - October 2024 · 13 yrs
H. Beck, INC.
January 2010 - October 2011 · 1 yr 9 mos
H. Beck, INC.Broker
November 2008 - October 2011 · 2 yrs 11 mos
Securian Financial Services, INC.
September 2004 - December 2008 · 4 yrs 3 mos
Securian Financial Services, INC.Broker
August 2004 - December 2008 · 4 yrs 4 mos
State Registrations1 state
VT
Advisor
Exams
No exam information available for this advisor.