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)
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Employment Separation After Allegations
November 2019
Other Business Activities

Cesar is an advisor with International Assets Investment Management LLC since 2019, an RIA affiliate of International Assets Advisors. This activity takes about a quarter of his time and involves fee-based compensation.

Employment History
Current Registrations
International Assets Investment Management, LLC
December 2019 - Present · 6 yrs 1 mo
International Assets Advisory, LLC Broker
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
LPL Financial LLC
January 2019 - December 2019 · 11 mos
LPL Financial LLC Broker
January 2019 - December 2019 · 11 mos
Swbc Investment Services, LLCBroker
September 2014 - February 2019 · 4 yrs 5 mos
Swbc Investment Company
September 2014 - February 2019 · 4 yrs 5 mos
Charles Schwab & Co., INC.
October 2009 - June 2014 · 4 yrs 8 mos
Charles Schwab & Co., INC. Broker
October 2009 - June 2014 · 4 yrs 8 mos
Ameriprise Advisor Services, INC.
March 2008 - September 2009 · 1 yr 6 mos
Ameriprise Advisor Services, INC.Broker
March 2008 - September 2009 · 1 yr 6 mos
Morgan Keegan & Company, INC.
August 2007 - February 2008 · 6 mos
Morgan Keegan & Company, INC.Broker
May 2007 - February 2008 · 9 mos
State Registrations3 states
SCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cesar Emilio Olivares - Financial Advisor | AdvisorDiscover