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
Loading...

Advisor Information

Office location

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

Get directions
Regulatory History (3)
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
July 2023
Regulatory
July 2008
Final
Criminal
January 1998
Final Disposition
Other Business Activities

Christopher is an advisor with International Assets Investment Management LLC since 10/2023, dedicating about a quarter of his time. He is also a financial advisor with Lane Wealth Management since 2012, which takes significantly more than full-time hours.

Employment History
Current Registrations
International Assets Investment Management, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
International Assets Advisory, LLC Broker
October 2023 - October 2024 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2023 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2009 - August 2023 · 13 yrs 10 mos
Wells Fargo Advisors, LLC Broker
April 2008 - November 2009 · 1 yr 7 mos
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
July 2007 - January 2008 · 6 mos
A. G. Edwards & Sons, INC.Broker
June 2007 - January 2008 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Christopher Glenn Lane - Financial Advisor | AdvisorDiscover